Financial Advisor

2 weeks ago


Doncaster, Doncaster, United Kingdom Heat Recruitment Full time

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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