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Financial Adviser/Planner

2 months ago

Billericay, Essex, United Kingdom Andrew Skinner Wealth Management Ltd Full time
Exciting Opportunity for a Financial Adviser

Andrew Skinner Wealth Management Ltd is seeking a part qualified/qualified Financial Adviser to join its successful team in Billericay, Essex.

The company is looking to employ a Financial Adviser to help drive the business forward and build on its recent success in obtaining new clients and increasing its assets under management.

Our practice is flexible in how we approach recruiting the right person and a successful candidate joining us whilst starting their financial advice career would also benefit from the award-winning St James's Place Academy to further support them in their development journey.

The firm is a Senior Partner practice of an award-winning wealth management company with over £180 billion in assets under management and is the largest financial planning/wealth management company in the UK.

Key Responsibilities:
  • Form long-term, meaningful relationships with clients
  • Develop a clear vision for ambitious career growth
  • Provide industry-leading training around client acquisition, retirement modelling, and financial planning
  • Work with a substantial client bank to the adviser once the individual is fully qualified and ready to advise
  • Collaborate with a very qualified back-office support team to ensure you are in front of clients as much as possible

We would look to offer an employed role but would consider self-employed if desired by a successful candidate. A Chartered Financial Planner who could be shadowed in the early days is also available to support the successful candidate.