Financial Advisor

This experienced Financial Advisor job is available within
an independent financial planning firm based just outside of Coventry

You will be joining a team of 15 who thoroughly enjoy
working together, with many of them being with the business for several years!
When recruiting, they look for individuals who want to work together for the
long term, building deep relationships together and with their clients.

Our client has existing clients available and would look to
match clients to you to ensure a great fit for all parties. You should aim to
develop great rapport with the existing clients whilst also being on the lookout
for new business opportunities through referrals, introducers or networking.

The business provides holistic, independent financial
planning across investments, pensions, protection, IHT and retirement planning.
They enjoy using cashflow modelling for the benefit of their clients.

In addition, they have an in-house employee benefits team
that can assist their corporate clients and produce new clients for personal
financial planning.

You will be fully supported with a team of in-house
Paraplanners and Administrators.  

Financial Advisor Requirements

• Ideally,
  you should be an experienced Financial Advisor (although our client would
  consider a Junior Financial Advisor looking for their next career
  position)
• You
  must hold full Level 4 Diploma in Regulated Financial Planning
• You should
  have excellent financial planning knowledge of pensions, investments and
  tax planning
• You must
  be highly client-centric and able to work well within a team

The Company

This long established firm has dual focus with teams
specialising in wealth management and employee benefits. As such, they support
personal and corporate clients across both sides of their business. You will be
joining a close knit team who enjoy working together to support their clients
and provide great service. They are big advocates of internal development and
progression and seeing their team flourish.

Financial Advisor Benefits

• Salary
  of up to £75,000 depending on experience (up to £55,000 for Junior
  Financial Advisor)
• Plus
  bonus structure
• Company
  benefits include 22 days holiday + bank holidays + office closed between
  Christmas and New Year at Director’s discretion, 4x DIS, 2x critical
  illness, health cash plan
• Mixture
  of seeing clients in their office, clients’ home or via Teams
• Free
  car parking available on site
• Financial
  support towards industry qualifications plus study leave provided to
  assist in obtaining Chartered status

Locations

Meriden

Call us now on 0208 0044 154 or click Apply

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