Financial Advisor

This employed Financial Adviser job provides opportunity to inherit
an existing client bank around the Birmingham 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.

Alongside the company clients provided, you should look to
self-source business from internal and external relationships, to help build
your client portfolio.

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 Financial Advisor with 3+ years’ advising experience
• You must
  have CAS status
• 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 £75,000 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
  in Birmingham

Locations

Birmingham

Call us now on 0208 0044 154 or click Apply

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