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Financial Planning Specialist
2 months ago
Job Opportunity: Financial Adviser
About the Role:
This employed Financial Adviser position provides the opportunity to inherit a client bank and take over the ongoing financial planning servicing.
You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships while also seeking new business opportunities where available.
The firm is fully independent with its own investment proposition. You will receive full support from their team of Paraplanners and Administrators.
The client bank will be spread across various locations.
Requirements:
- You should be a current Financial Adviser with experience of delivering quality client service
- You should have 4+ years financial planning experience
- You must be fully Diploma qualified in financial planning
About the Company:
This independent financial advice group has grown significantly since its inception, through acquiring smaller IFAs and organic growth by developing accountancy connections and various marketing initiatives. With excellent experience combined from their Senior team, they are in a great position to continue developing the business.
Benefits:
- Salary of circa £55,000 plus bonuses
- Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams
- Hybrid role
- Excellent mentoring support from highly accomplished team
