Financial Advisor

This employed Financial Advisor job provides opportunity to
join a growing company and benefit from existing clients and leads

Our client is a fast-paced growing consortium of
professional services, with specialist divisions across financial planning, tax
advisory, accountancy, law and business consultancy. As such, the group company
regularly deals with private clients and businesses.

The business has existing clients that need allocating to a
new Financial Advisor due to the current lead Financial Advisor being at capacity.
You will be responsible for managing and nurturing the existing clients.

Alongside servicing the existing clients, you should be
regularly looking for ways to generate new business and new clients. The
company is very supportive with providing variety of methods to help you
generate clients. For instance, you will be working within a group company of
90 in-house Advisors who specialise professional services, where you can cross
refer clients.

The company regularly host their own webinars and seminars,
plus are frequently attending networking and professional events. Moreover, the
co-Founder of the business has a significant social media presence and
regularly generates high profile clients including entrepreneurs, celebrities
and sporting professionals.

You should utilise the initiatives available to generate
business. In addition, as you build in experience and confidence, you should
look to undertake some of your own self-generation of clients (which is rewarded
with increased bonus rate)

This role is well suited to a proactive individual who
enjoys winning new business.

Financial Advisor Requirements

• You should hold full Level 4 Diploma in
  Financial Planning or equivalent
• You should have experience as a Financial
  Advisor
• You should be confident in your ability to convert
  enquiries into clients, with a proven track record to back this up
• You should be comfortable networking and being
  proactive to generate clients

The Company

Our client is a dynamic group company comprising of multi-disciplined
professional services. They are a results oriented business who thrive in a
fast-paced environment and enjoy building relationships with new and existing
clients. The team enjoy socialising together and celebrating their success.

Financial Advisor Benefits

• Salary of up to £60,000
• Plus, several ways to earn bonus including:
• New business on company leads and increased rate
  for self-generated
• Recurring income
• Engagement with company marketing, obtaining
  reviews etc
• Largely office based role although flexibility to
  go out seeing clients / attending events etc and 1 day from home
• Company benefits include: 24 days holiday + Bank
  holidays, birthday off, private medical insurance, group life insurance and
  monthly socials
• Excellent training and development opportunities 

Locations

Finchley

Call
us now on 0208 0044 154 or click Apply

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