Junior Financial Advisor

This employed, Junior Financial Advisor job provides
opportunity to work alongside the Head of Financial Planning, with opportunity
to be involved in client activities with the view to you becoming a Financial
Advisor

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.

You will be supporting the Head of Financial Planning,
assisting clients throughout the full client journey. As such, building your
knowledge and confidence by being involved.

Whilst you are in your learning stage, you should also look
to support the business in proactively generating new business and new client
opportunities. Our client regularly hosts webinars and seminars, frequently
attend networking and professional events, all providing potential opportunities
to generate enquiries. Furthermore, you will be working within a group company
of 90 in-house Advisors who specialise in their respective professional
services, where you can encourage cross referrals.

Any of the clients you generate would become part of the
future client bank you would be responsible for, once ready to provide advice
in your own name.

Junior Financial Advisor Requirements

• You
  should hold full Level 4 Diploma in Financial Planning or equivalent
• You
  should have experience within financial planning industry, such as a
  Trainee Financial Advisor, Paraplanner, Client Executive
• You
  should be proactive and confident in generating new business and be able to
  convert enquiries into 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 circa £40,000
• Plus,
  several ways to earn bonus including:
• New
  business on company leads and increased rate for self-generated
• Recurring
  income (once advising in your own name)
• Engagement
  with company marketing, obtaining reviews etc
• Working
  from their office Monday to Thursday, with Friday 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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