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Financial Advisor

4 months ago

Weybridge, United Kingdom Premier Jobs UK Limited Full time

This employed Financial Advisor job provides the opportunity to takeover an existing client bank of £10m - £15m FuM.

As a Financial Advisor, you will be taking over the responsibility of managing the client’s financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the portfolio.

Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements.

You will receive full paraplanning and administration support from their back-office team

**Financial Advisor Requirements**
- You should have 3+ years’ experience as a Financial Advisor
- You should hold full Level 4 Diploma in Financial Planning or equivalent and ideally keen to work towards Chartered status

**The Company**

The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £500m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The companyhave tremendous growth prospects with their goal to achieve £1bn AuM and are already on their way to achieving this.

**Financial Advisor Benefits**
- Salary of £50,000 - £60,000 with OTE of £80,000
- Or self-employed option available with guaranteed draw / underpin that is written off after 2 years’ service. Plus, commission
- Self-employed OTE of £70,000 - £100,000+
- Either home, hybrid or office based
- Joining a team of likeminded Financial Advisors and support staff

**Locations**
- Bournemouth / Southampton
- Shrivenham
- Watford
- Weybridge

**_Liability and Disclaimer_**
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._