Established Client Financial Advisor
5 hours ago
We are searching for a highly skilled financial advisor to lead our team and inherit an established client base in the West Sussex area.
This role offers a challenging work environment with flexible working arrangements, including remote work options, and provides a competitive salary with an excellent bonus scheme.
Main Job Description:
- To follow a structured advice process and deliver exceptional client outcomes.
- To stay up-to-date with new financial products and legislative changes.
- To pursue business development opportunities through personal business planning, referrals, and lead generation initiatives.
- To leverage marketing opportunities, including social media and networking with introducers and professionals.
Required Skills and Qualifications:
- Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status.
- Client-centric approach with excellent interpersonal skills and professionalism.
- Experience in business development and effective business planning.
Benefits:
- Ongoing support to build your client base and future value.
- In-house client journey and back-office support, including lead generation from our call centre.
- Client-centric proposition and trusted brand reputation.
- Platform to deliver efficient and cost-effective solutions.
- Established Practice Buy Out option on exit.
- Consultative marketing support.
- Full Admin Support.
- Full paraplanning and technical support.
The estimated annual salary for this position is £65,000 - £85,000.
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