Financial Services Professional

4 days ago


Rickmansworth, Hertfordshire, United Kingdom Premier Jobs UK Limited Full time

Financial Adviser Opportunity with Premier Jobs UK Limited

This Financial Services Professional job provides a chance to join a growing Independent Financial Advisory firm, actively undertaking strategic acquisitions. They are seeking an experienced Financial Planning Specialist to join their team to onboard and takeover recently acquired clients and help the business grow.

The business has undertaken two strategic partnerships recently and are ready to go through the integration process with you. Your aim is to establish excellent rapport and understand their current and future financial needs. Your priority is on retention of client and identifying new business opportunities where possible.

The first client meetings will be in-person to enable you to build the strongest rapport, thereafter it will typically alternate between in-person and remote meetings.

Alongside the acquired clients you will be taking over, our client is seeking a Wealth Management Advisor who can bring some clients of circa £5m+ Funds Under Management.

You will receive back office support from their support team consisting of Paraplanners and Administrators.

Financial Adviser Requirements

  • You must hold full Level 4 Diploma in Financial Planning or equivalent.
  • You must be a current Financial Adviser, confident in taking over and retaining acquired clients.
  • You should be able to bring / generate circa £5m+ of Funds Under Management.
  • This role will involve a reasonable level of travelling during the early, integration phase, which you should be comfortable with.


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