Financial Advisor
2 weeks ago
Job Opportunity: Experienced Financial Advisor Wanted
About the Role:
We are seeking a skilled Financial Advisor to join our team at Heat Recruitment. As a Financial Advisor, you will be responsible for managing a book of business and developing your own clients to add to this.
Key Responsibilities:
- Manage an existing book of business
- Develop your own clients through referrals and new business
- Conduct face-to-face and telephone/video-based meetings with clients
- Liaise with introducers and develop relationships
- Identify new clients and develop the business
Benefits:
- Circa £50-65K basic salary
- OTE of £100K+
- 28 days holiday + bank holidays
- Income Protection, Death in Service and medical benefits
- Pension 5%
Requirements:
- Current experience working as a Financial Advisor
- Whole of Market experience
- Diploma Qualified & CAS status
- Driving Licence & Vehicle (to attend client meetings)
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