Financial Services Manager
2 days ago
The role of a Financial Adviser is a key position within our company, requiring an individual with strong entrepreneurial skills and the ability to manage an existing book of business generating £150k in ongoing advice fees.
We are seeking an experienced professional who can provide high-quality service to clients, managing their affairs across pensions, investments, retirement planning, gifting advice, estate planning, etc. The ideal candidate will be able to work effectively from home and manage their own affairs once established and inducted.
The successful candidate will have 3 years of advising experience, be capable of account managing some existing clients, and keen to grow the book of business and earn well from it. The role offers flexibility and a hybrid working arrangement, with City of London offices available for collaboration.
Key Responsibilities:
- Manage a book of clients generating £150k in revenue
- Provide holistic advisory services to clients
- Grow the book of business through referrals and recommendations
Benefits:
- A competitive salary of £60k-£65k per annum
- 2 x validation in Year 1
- Bonus opportunities at the 5-year mark
- Flexibility to work from home and manage own affairs
About Us:
Our company, Financial Divisions, is a whole of market Chartered IFA firm with over 20 years of experience providing exceptional client service. We pride ourselves on offering the highest quality service and generating new business purely through recommendation and referral.
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