Financial Advisor

This employed Financial Advisor job in Wolverhampton is available
to takeover an acquired client bank

You will be provided with a client bank including high net
worth individuals 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.

Ideally you should be already offering cashflow modelling to
clients and have experience of successfully onboarding recently acquired
clients.

Financial Advisor Requirements

• You should
  have 5+ years’ experience as a Financial Advisor
• You
  must have experience of regularly working with clients with holdings in
  excess of £250,000
• You
  must have experience of taking over and retaining acquired clients 
• Individuals
  with experience of cash flow modelling would be advantageous
• 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.

Financial Advisor Benefits

• Salary
  of approx. £60,000 with Year 1 realistic earnings of £80,000 with scope to
  grow this further
• Hybrid
  working with a mixture of working from their office, home and face-to-face
  client meetings
• 25
  days holiday + 8 days bank holiday + birthday off
• 5%
  company pension contribution
• Flexible
  medical package
• Regular
  company social / team building events
• Company
  laptop, mobile and iPad provided

Locations

Wolverhampton

Call
us now on 0208 0044 154 or click Apply

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