Job Details

Job description

In this employed Financial Advisor job, you will regularly receive high quality client enquiries for you to provide holistic financial planning and cashflow modelling.

The business recognises the benefits of active collaboration with other professional services, therefore has key relationships with solicitors, tax specialists, accountants, commercial finance and legal experts. As a result of the 2-way relationship, they regularly receive quality referrals.

The business regularly provides financial advice to HNW clients.

Full paraplanning support provided to their Financial Advisors from highly knowledgeable support team.

Financial Advisors holding or working towards Chartered exams would be beneficial, but not essential.

Financial Advisor Requirements

• You must hold full Level 4 Diploma in Financial Advice or equivalent
• You must be an experienced and current Financial Advisor
• You must have experience of generating business opportunities
• You must have experience of working well with professional introducers to develop effective 2-way relationships

The Company

This boutique, independent, Chartered Financial Planning firm puts the clients’ personal vision and aspirations at the heart of the matter and focus on growing and protecting their wealth. The business is led by highly respected Directors with strong technical financial planning knowledge and strategic business management skills.

Financial Advisor Benefits

• Salary of £35,000 - £85,000 depending on experience plus bonus
• Flexibility to be home based with trips into their Newbury office every so often to catch up with the Paraplanners etc
• Fantastic team spirit

Locations

Within reasonable distance of Newbury

Call us now on 0208 0044 154 or click Apply

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