Financial Adviser

2 weeks ago


Carlisle, United Kingdom Financial Divisions Full time

**Financial Adviser to manage existing client bank and leads**

Having worked with this highly successful Chartered firm of Wealth Managers for nearly 6 years, we have seen them grow organically year on year. They now want to find an experienced Financial Adviser that can take over a client bank, when one of the principalpartners retires in the not-too-distant future. Before this event takes place, they want to get someone up to speed within the firm, who can also assist with the high volumes of referrals they receive, from local professional introducers, that they have workedwith for many years. As the outgoing Financial Adviser gets closer to their leaving date, you will work closely with them, to ensure there is a detailed handover, as they have built some very close and personal relationships with these clients. The clientsare a mix of people at and post retirement, accumulators, and owner managers of local SME firms. They provide advice on Investments, Pensions, Protection, Trusts and Estate Planning and are happy to support any skills gaps or additional technical trainingthat is required.

Our client can offer a very secure and rewarding role, with an excellent benefits 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 providefull Paraplanning support.

If you are level 4 diploma qualified and have at least 8 years solid experience as a Financial Adviser working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you.


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