As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization.
Responsibilities
Manage an existing book of business, consisting of clients, with assets under management.
Posted by Financial Divisions • £25K/yr to £30K/yr
Trainee Financial Advisor
Study Support towards Diploma in Financial Planning.
Yearly payrises and qualification milestone payrises.
General
We are delighted to offer an opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationship, with minimum client following of £10M AUM and be a strong business developer.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.