Senior Financial Advisor job in Bournemouth / Southampton - ?£18m AuM provided

The Specialists in Financial Services Recruitment

Job Details

Senior Financial Advisor Financial Advisor
Reference ID: 1424
  • Salary/OTESalary of £60,000 - £70,000 or self-employed option with guaranteed draw
  • Vacancy LocationBournemouth / Southampton
  • RemunerationEmployed, Self-Employed with Draw
  • RegionSouth West
Job description

This Senior Financial Advisor job provides the opportunity to takeover an active client bank of £18m AUM from a retiring Financial Advisor.

You will be taking over the responsibility of managing the client’s financial planning and maintaining a strong ongoing relationship. The clients are spread across the South Coast.

Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements.

Support

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

Senior Financial Advisor Requirements

  • You should have 5+ years’ experience as a Financial Advisor
  • You should hold full Level 4 Diploma in Financial Planning or equivalent
  • Ideally, you should also be studying for Chartered or have held a role as a Senior Financial Advisor

The Company

The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £500m 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 £1bn AuM and are already on their way to achieving this.

Financial Advisor Benefits

  • Salary of £60,000 - £70,000 plus 20% bonus
  • Or self-employed option available with guaranteed draw / underpin that is written off after 2 years’ service. Plus, commission
  • Self-employed OTE of £70,000 - £100,000+
  • Either home, hybrid or office based
  • Joining a team of likeminded Financial Advisors and support staff

Locations

Bournemouth / Southampton

Call us now on 0208 0044 154 or click Apply

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