Lots of flexibility to work from home
My client an established wealth planning firm with its main office near Basingstoke with 3 established Advisers and a full support team of Paraplanners and Administrators. They offer financial advice on a whole of market basis across pensions, investments, tax planning, estate planning, IHT planning and some protections etc. with HNW entrepreneurs, City professionals and families with up to £1m to invest. The business manages over £100m of assets and this is growing because of the trust of their clients who have provided lots of recommendations and referral across Berkshire, Hampshire, Oxfordshire and parts of Surrey and Buckinghamshire.
The MD is creating a brand-new role for a dynamic, forward thinking and driven Financial Adviser with at least 2 years of experience who will be given a nucleus book of clients to manage and then you will be expected to market yourself and grow the book of business with lots of leads and marketing support. You will be a very dynamic individual who wants to build a book of business and earn well from it and provide the highest level of financial advice with HNW clients. You will be attending networking events, breakfast meetings, conferences and work with accountancy practices, solicitors, and other stakeholders to grow your book of business. You can work remotely but the expectation would be that you come to the office a few days a week unless you are out and about meeting clients or networking events. The MD would like to recruit someone who is within an hour's commute to Newbury and lives within the Berkshire, Hampshire, Surrey, Oxfordshire area as this is where the bulk of their clients are based.
My client is looking to offer circa £50k - £70k basic salary with a generous holiday allowance, a variety of attractive benefits and support to obtaining your Chartered status. My client place a lot of emphasis on cultural fit and a positive attitude to your work. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you. To learn more about the role please get in touch with a CV