Financial Adviser

Job Details

Reference ID 1240
Vacancy Location Shrivenham
Job sector
Job type
Remuneration Salary of circa £60,000 with OTE of £80,000+


This employed Financial Adviser
job in Shrivenham provides the opportunity to takeover an existing client bank £15m+.

As a Financial Adviser, you will
be taking over the responsibility of managing the client’s financial planning
and maintaining a strong ongoing relationship. You should look to identify new
fee income and business opportunities to grow the portfolio.

Plus, you will be provided with
warm leads from previous clients to move onto ongoing service agreements. In
addition, the business is actively undertaking acquisitions and will be able to
supplement you with some recently acquired clients.

You will receive full
paraplanning and administration support from their back-office team

Financial Adviser Requirements

  • You should have 3+ years’ experience as a Financial Adviser
  • You should hold full Level 4 Diploma in Financial Planning or
    equivalent and ideally keen to work towards Chartered status

The Company

The business was established
over 30 years ago and has grown organically and through acquisitions to now
manage over £750m of AuM. The business is led by a forward-thinking board of
Directors with a wealth of industry experience behind them. The company have
tremendous growth prospects with their goal to achieve £1.5bn AuM and are
already on their way to achieving this.

Financial Adviser Benefits

  • Salary of circa £60,000 with OTE of £80,000+
  • Company benefits include: £300 pm car allowance, 25 days holiday plus bank holidays, access to private healthcare, company death in service and membership to the company pension scheme after 3 months
  • Connected to one of their regional offices, with flexibility to
    work from home and the office
  • Joining a team of likeminded Financial Advisers and support staff
  • No desire to micro-manage, with view that their Financial Advisers
    should be competent to manage their performance
  • 3pm finish on a Friday, with flexibility how you manage your week and time



Call us
now on 0208 0044 154 or click Apply

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