HNW Financial Advisor job in North West - employed and work from home

The Specialists in Financial Services Recruitment

Job Details

HNW Financial Advisor Financial Advisor
Reference ID: 1414
  • Salary/OTESalary of up to £80,000 with OTE of £120,000
  • Vacancy LocationNorth West
  • RemunerationEmployed
  • RegionNorth West
Job description

This HNW Financial Advisor job in the North West provides an attractive basic salary of up to £80,000 and a HNW client bank.

You will be provided with a HNW client bank to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.

Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.

This HNW Financial Advisor role has the ability to work from home and meet client face-to-face where appropriate. Little requirement for you to be in their North West office.

HNW Financial Advisor Requirements

  • You must hold full Level 4 Diploma in Financial Advice (or equivalent)
  • You must have experience of regularly working with high net worth clients
  • You must have excellent financial planning knowledge and experience
  • You must have a customer focused approach to your work

The Company 

This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectively together.

HNW Financial Advisor Benefits

  • Salary of up to £80,000 with OTE of £120,000
  • Ability to work from home, with face-to-face client meetings where required
  • 25 days holiday + 8 days bank holiday
  • 5% company pension contribution
  • Flexible medical package
  • Regular company social / team building events
  • Company laptop, mobile and iPad provided

Locations

  • North West

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Apply for this job position
Please tick this box to confirm your consent to us holding and processing your data under the terms and conditions of the Data Protection Regulations.