Financial Adviser

In this employed Financial
Advisor job you will inherit an existing client bank across the Oldham area.

You will takeover the ongoing financial
planning servicing with a focus on achieving a high retention of clients. Typically,
the client bank provided will validate your salary, providing you a strong
foundation to build on and motivation to identify and write new business. Often
the inherited client banks have rich levels of new business opportunity.

To ensure their Financial
Advisors are fully supported, they have a 2:1 ratio of back office (including
Paraplanners and Administrators) to Financial Advisors. The support includes:
appointments booked in your diary, research undertaken, suitability reports
written and advice designed to your request. Plus, they have a highly efficient
back office system.

The business utilises home
working with majority of advice provided via video or telephone. During the
transition of clients, you may need to be in their local office to facilitate a
smooth handover.

Financial Advisor Requirements

• You should be a current Financial Advisor
  with experience of delivering quality client service
• You should have 3+ years financial
  planning experience
• You must be fully Diploma qualified in
  financial planning
• You must be enthusiastic for your
  profession; be forward thinking; do the right thing and actively care for
  your clients and colleagues

The Company

This growing IFA firm is led by
highly respected names within the financial services industry, focused on
creating an inclusive culture with goal based financial planning for clients.
The business is keen to build a great place to work, with a friendly team that
is passionate about treating everyone fairly and an ethos of promoting
wellbeing, whilst also rewarding generously.  

Financial Advisor Benefits

• Salary up to £60,000 depending on
  experience with an uncapped OTE
• Uncapped bonuses
• Plus company benefits including pension,
  life assurance, group income protection, health cash plans and salary
  exchanges
• Excellent ongoing employee well being
  programmes
• Home based role with some face-to-face
  client meetings and visits to the office

Locations

Oldham

Call us now on 0208 0044 154 or
click Apply

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