Financial Advisor

This Financial Advisor job in Meriden 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.

You should be a proactive Financial Advisor, regularly
identifying business opportunities and networking / nurturing relationships
with accountants and solicitors for referrals. The business would like you to
bring some clients or have methods to generate clients such as professional
connections.

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 3+ years’ experience of providing financial 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
community

Culture

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 £65,000 – £70,000+ plus 8% employer pension contribution, DIS, individual
  PHI at 50% of salary
• 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) 
• Twice
  a week in the office with flexibility and autonomy to work from either
  home or office rest of the week

Location

Meriden

Call
us now on 0208 0044 154 or click Apply

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