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Financial Advisor
2 months ago
Tired of feeling undervalued in your current role? Step into a position where your expertise is truly valued and your focus is on providing exceptional advice, not sales. Our client base is ready for a dedicated and experienced Financial Advisor to take the reins.
We're working with a well-established and respected financial advisory firm that offers a unique opportunity for a dynamic and ambitious individual to excel in their career. As a Financial Advisor, you'll have the chance to work with a diverse portfolio of clients, including business owners and high-income earners, providing tailored financial solutions to meet their individual needs.
Key Responsibilities:- Provide expert financial advice on protection, pensions, and investments to clients.
- Focus on advising and providing exceptional service, without the need for sales or lead generation.
- Manage and develop relationships within an existing client bank, offering tailored solutions based on individual financial needs.
- Collaborate with a dedicated in-house administration team to ensure efficient processing and client satisfaction.
- Utilise a consultative approach, ensuring client protection needs are met with appropriate products, including whole-of-life protection.
- Diploma-level qualified (Chartered status not required).
- 2+ years' experience working as a Financial Advisor or in a similar advisory role.
- Strong communication skills, able to engage with a diverse range of clients.
- Professional, polished, and outgoing—someone who knows how to build rapport and trust.
- Confidence and conversational ability to talk about anything with anyone.
- Previous experience working in a traditional Financial Advisor practice.
We offer two packages for our Financial Advisors:
- Employed: £50k base salary, with tiered commission 10%-40%.
- Self-Employed: Competitive 45% commission on everything, with achievable earnings expectation of £10k per month.
Join our team and take the next step in your career with an ambitious, forward-thinking firm. We'd love to hear from you and discuss this fantastic opportunity in confidence.
