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Financial Advisor

3 months ago

Fleet, United Kingdom Premier Jobs UK Limited Full time

This employed Financial Advisor job in Fleet provides opportunity to join a highly professional wealth management practice, supporting HNW clients.

You will be provided with an existing client bank, which will include HNW clients for you to service.

As a Financial Advisor, you will be focused on providing quality financial planning and wealth management advice to their clients. In addition to reviewing their existing portfolio, you should look to identify new opportunities or generate referrals. Thefirm provide financial advice on all aspects of wealth management ranging from simple savings / investments to the more complex areas of pensions, inheritance tax and corporate planning.

**Financial Advisor Requirements**
- You should hold full Level 4 Diploma in Financial Planning or equivalent
- You should be an experienced Financial Advisor with gravitas to build long-term relationships with HNW clients
- You should be within 30 minutes of either their office in Royal Wootton Bassett or Fleet

**The Company**

A highly professional Wealth Management practice with a loyal team of Financial Advisors and support staff. The business continues to grow and work closely together.

**Financial Advisor Benefits**
- Salary of £40,000 plus attractive bonus structure
- Plus, mileage reimbursement, 25 days holiday + Bank Holidays and auto-enrolment pension
- Working hours of 9am - 5pm with flexibility (TOIL) to work evenings and weekends to meet needs of clients
- Flexibility to work from home or their office in Royal Wootton Bassett or Fleet
- Supportive team environment with opportunity to share positive ideas between fellow Financial Advisors
- Plus, the business owner offers the opportunity for the right individuals to buy into the business

**Locations**
- Royal Wootton Bassett
- Fleet

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