Job Details

Job description

This employed Financial Advisor job provides opportunity for you to join a growing business and be provided with an existing client bank

You will be provided with clients from a retiring Financial Advisor and will work closely with them to conduct a suitable handover period as they head towards retirement. Alongside the clients provided, you should look to build the portfolio further through identifying new business and developing referrals

You will receive full support from a local team of Paraplanners and Administrators.

Financial Advisor Requirements

• You should be an experienced Financial Advisor
• You must hold full Level 4 Diploma in Financial Planning or equivalent

The Company

This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach.

Financial Advisor Benefits

• Salary of circa £60,000 - £70,000 depending on experience
• Plus bonuses, with OTE of £80,000 - £100,000
• 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension

Locations

Barrow-in-Furness

Call us now on 0208 0044 154 or click Apply

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