Financial Advisor

Job Details

Reference ID 1279
Vacancy Location North Warwickshire
Job sector
Job type
Remuneration Salary of £60,000 - £90,000 plus 8% employer pension contribution, 50% income protection, 4x DIS and individual PMI


This Financial Advisor job in North Warwickshire
is ideal for an individual motivated by achieving great client outcomes, rather
than driven by sales

The business has a significant level of existing HNW and
complex cases and needs to recruit an additional Financial Advisor capable of
advising on these cases. The business is continuing to grow at a healthy rate,
with no signs of slowing down.

Their clients typically have assets of £1m+ and/or business

You should be a proactive Financial Advisor, regularly
identifying business opportunities and networking / nurturing relationships
with accountants and solicitors for referrals.

In addition, the group provides Investment Management to clients,
therefore you will regularly work with in-house Investment Managers to provide
dual benefit to clients.

Financial Advisor Requirements

  • You must have experience of providing advice on
    complex financial planning cases
  • Ideally, you should hold Level 6 Chartered
    Financial Advisor status or have ambitions of attaining this
  • You should be a proactive Financial Advisor,
    capable of creating business opportunities
  • Ideally you will have experience of working in a
    small/medium size company

The Company

This long established multi-disciplined wealth management
and investment management firm are continually looking to evolve and improve
their service to clients. They are well respected within their business


This firm believe in a client focused culture, which is
supported by their remuneration structure. They do not believe in sales targets
or sales bonuses as they would rather you be empowered to do what is right by
the client. In addition, they encourage team collaboration and would welcome your
input and ideas

Financial Advisor Benefits

  • Salary of £60,000 – £90,000 plus 8% employer pension contribution,
    50% income protection, 4x DIS and individual PMI
  • Plus, discretionary bonus based on behaviours
  • 25 days holiday + bank holidays (option to purchase an additional
    10 days holiday through salary sacrifice)
  • Support with training and pay for industry qualifications (this
    includes support with study text and study days) 
  • Once a week in the office with flexibility and autonomy to work
    from either home or office rest of the week


North Warwickshire

Call us now on 0208 0044 154 or click Apply

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