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Financial Adviser

2 weeks ago

Macclesfield, United Kingdom Financial Divisions Full time

**Financial Adviser to manage existing client bank with competitive benefits**

This firm of Chartered Financial Planners have grown consistently year on year and are in the enviable position of not having to go hunting for new business leads. They have built solid relationships with local professional introducers like Accountancy andLaw firms and receive a steady flow of high quality enquires and referrals. As a result of this, they are looking to take on an additional Financial Adviser that can cover a hybrid role, that is split evenly between managing a number of existing clients andtaking responsibility for the leads and referrals they receive.

If you enjoy the client interaction and providing a high quality and transparent service, but don’t enjoy the new business development side of the Adviser role, then this would be an excellent move for you. They are looking for someone to work closely withthe Senior Management team, who will actively mentor and support your development, whilst proving you with an enjoyable working environment where your hard work will be recognised. The clients are a mix of people at and post retirement, accumulators, and ownermanagers of local SME firms.

The firm provide advice on Investments, Pensions, Protection, Trusts and Estate Planning and are happy to support any skills gaps or additional technical training that is required. Our client can offer a very secure and rewarding role, with an excellentbenefits package and bonus structure that will pay 40% above validation on all income that is generated. They can also offer the flexibility to be more home than office based and provide full Paraplanning support.

If you are level 4 diploma qualified and have at least 3 years solid experience of working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you.