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Investment Advisory Expert

2 months ago

Sevenoaks, Kent, United Kingdom Premier Jobs UK Limited Full time

Job Opportunity: Experienced Financial Adviser Wanted to Drive Business Growth

The Premier Jobs UK Limited is seeking a seasoned Financial Adviser to join their team and take over recently acquired clients. This is an excellent opportunity for a professional to establish a strong rapport with clients, understand their needs, and identify new business opportunities.

Key Responsibilities:

  • Onboard and takeover recently acquired clients
  • Establish excellent rapport with clients and understand their current and future needs
  • Identify new business opportunities and prioritize client retention
  • Alternate between in-person and remote meetings with clients

Requirements:

  • Full Level 4 Diploma in Financial Planning or equivalent
  • Current Financial Adviser with experience in taking over and retaining acquired clients
  • Able to bring or generate circa £5m+ of FuM
  • Comfortable with reasonable level of travelling during the early integration phase

About the Company:

Premier Jobs UK Limited is a growing IFA firm actively undertaking acquisitions. The company has recently undertaken two acquisitions and is seeking a Financial Adviser to help the business grow.