Employed Financial Advisor job in East Midlands - excellent clients available

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1490
  • Salary/OTESalary of circa £50,000 - £60,000 (negotiable) with OTE of £70,000+
  • Vacancy LocationEast Midlands
  • RemunerationEmployed
  • RegionMidlands
Job description

This employed Financial Advisor job in East Midlands is ideal for an individual keen to takeover a significant client bank over the medium term.

The Directors of this independent financial planning firm are ready to pass over some of their clients to a Financial Advisor. Upon joining, you will takeover servicing of circa 70 clients, generating £100k gross income. Plus, over a 12 – 24 month period, there will be a regular handover of clients which should see you responsible for a client bank generating circa £250k recurring income. This will continue to grow as the Directors take a step back from advising.

Majority of clients are spread across the East Midlands, with some further afield.

Financial Advisor Requirements

  • You should be an experienced Financial Advisor
  • You must be fully Level 4 DipPFS qualified or equivalent
  • You must be able to build rapport with clients

The Company

This well established independent financial advisory firm in East Midlands, is looking to recruit a Financial Advisor to join their team as part of their succession strategy. They have developed an enviable client bank of loyal individuals.

Financial Advisor Benefits

  • Salary of circa £50,000 - £60,000 (negotiable) with OTE of £70,000+
  • Flexibility to work from home and their office
  • Supported by small team of Paraplanners
  • Fantastic long term opportunity to takeover highly enviable client bank


East Midlands

Call us now on 0208 0044 154 or click Apply

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