Wealth Management Consultant

7 days ago


Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time
About the Role

This Financial Advisor position in Doncaster offers a unique opportunity to take over an existing client base and continue providing high-quality financial planning services.

The company is committed to maintaining a high level of client retention and team satisfaction, resulting in a positive and inclusive team culture.

This is an excellent opportunity for a Financial Advisor to build on their existing skills and experience, with the potential for significant new business opportunities.

To support their Financial Advisors, the company has a 2:1 ratio of back office staff to Financial Advisors, including Paraplanners and Administrators. This team provides comprehensive support, including:

  • Appointment booking and diary management
  • Research and suitability report writing
  • Advice and guidance tailored to individual needs

The company utilizes a home-based working model, with most advice provided via video or telephone. During the transition of clients, there may be a need to visit the local office to ensure a smooth handover.

Requirements

To be successful in this role, you should:

  • Have current experience as a Financial Advisor, delivering high-quality client service
  • Hold a minimum of 3 years' experience in financial planning
  • Be fully qualified in financial planning, with a Diploma in Financial Planning
  • Be enthusiastic about your profession, forward-thinking, and committed to doing the right thing for clients and colleagues
About the Company

This growing IFA firm is led by respected industry leaders, focused on creating a positive and inclusive culture with goal-based financial planning for clients. The company is committed to building a great place to work, with a friendly team that values fairness and promotes wellbeing, while also rewarding generously.

Benefits

This role offers:

  • A salary up to £60,000, depending on experience, with an uncapped OTE
  • Uncapped bonuses
  • Company benefits, including pension, life assurance, group income protection, health cash plans, and salary exchanges
  • Excellent ongoing employee wellbeing programs
  • A fully home-based role with some face-to-face client meetings


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