Financial Advisor

Financial Adviser

• Annual Salary: Up to GBP45,000 basic plus quarterly bonuses with a generous bonus scheme.
• Hybrid role with time spent visiting clients
• Job Type: Full-time

My client is seeking a Level 4 Qualified Financial Adviser to join their established Wealth Management firm. This role is ideal for a professional who excels in retaining business and has a proven track record of developing new client relationships as they will be given a client bank of approximately 100 clients. With their firm doubling in size over the last four years, they offer a dynamic environment with significant opportunities for growth.

Day-to-day of the role:

• Manage and develop a portfolio of clients, with the opportunity to inherit a larger client bank later in the year, depending on performance.
• Focus on both retaining existing clients and generating new business to expand the client bank.
• Work closely with full paraplanning and admin support to maximise efficiency in client management.

Required Skills & Qualifications:

• Level 4 Qualification in Financial Advising.
• Experience in client retention and new business development.
• Ability to manage and expand a client portfolio effectively.
• Excellent communication and interpersonal skills.

Benefits:

• Competitive salary with a basic of up to GBP45,000 and performance-based bonuses.
• Opportunity to inherit a significant client bank.
• Full support towards achieving Chartered Status and further qualifications.
• 28 days holidays with bank holidays on top.
• Flexible working arrangements with a blend of home and office settings.
• Full paraplanning and administrative support.
• Regular client events that provide additional opportunities for lead generation.

To apply for this Financial Adviser position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.