Job Details

Job description

This exciting Financial Advisor job in Chippenham provides a unique opportunity to build a financial planning firm within an established accountancy and have potential equity in the business.

The accountancy firm has a heritage of over 75 years and provides high level of service to clients. The business provides accountancy service to nearly 2,000 businesses and completed 2,400 tax returns last year. Therefore, this provides huge scope for you as a Financial Advisor to build a client bank, utilising the accountancy clients.

The business is looking for an experienced individual able to spear head the division and utilise the significant untapped potential. They are happy to reward loyalty and create mutual benefit by offering equity for the right individual.

You would also be supported by their current Junior Financial Advisor who knows the business well and is keen to be mentored.

Financial Advisor Requirements

• You must be a current Financial Advisor with competence to be the lead Advisor
• You must be Level 4 Diploma qualified in Financial Planning or equivalent
• Individuals working towards or already achieved Chartered would be beneficial

Financial Advisor Benefits

• Salary of £50,000 - £60,000 plus bonuses
• Potential equity for the right individual
• Mainly office based role so that you can be close to the Accountancy team, with some flexibility to work from home on occasions
• Exciting role to utilise significant untapped opportunity and play a key role

Location

Chippenham

Call us now on 0208 0044 154 or click Apply

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