Chartered Financial Adviser

Job Details

Reference ID 1921
Vacancy Location London
Job sector
Job type
Remuneration Salary up to £100,000 subject to experience and qualifications plus bonus

Description

Are you a Chartered Financial Advisor skilled in generating new
business through converting leads and networking?

In this position, you will be provided with high quality
leads from their successful marketing campaign. Their target audience are individuals
in accumulation phase with average holdings of £500,000+.

You will be provided with the pre-qualified leads for you to
build rapport, understand their current and future needs and present your
appropriate recommendations. You will then continue to undertake their ongoing
servicing as part of their long term financial solutions.

In addition, the business will provide you with some existing
clients and/or acquired clients.

Alongside the opportunities provided by the business, you
should be proactive in generating new business through networking. This
includes building professional introducer relationships and identifying
potential new clients directly.

Furthermore, the business has interest in building their
media presence, therefore there is opportunity for you to be involved in media
opportunities such as videos, blogs, podcasts etc.

You will receive full administrative and paraplanning
support enabling you to focus on building strong relationships with your
clients and provide excellent service to gain referrals.

Chartered Financial Advisor Requirements 

  • You
    should be a Chartered Financial Advisor with strong financial planning
    experience
  • You
    should have experience dealing with HNW and UHNW clients with generational
    wealth
  • You
    should be confident at building rapport and gravitas with clients

The Company

Our client has been established for over 40 years, providing
Wealth Management, Financial Planning and DFM services to c600 clients. They
have £400m FuM and have plans to continue growing.

Chartered Financial Advisor Benefits

  • Salary
    of up to £100,000 subject to experience and qualifications plus bonus
  • Plus
    4x DIS, Long term sickness cover, 5% matched pension contribution and Bupa
    private Healthcare.
  • Hybrid
    based role with travel to meet the needs of your clients and business, plus
    visits to their office in London to meet with the other London based
    Advisers / Support Staff

Locations

London

Call
us now on 0208 0044 154 or click Apply

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