Financial Advisor, Warwickshire
Hybrid, flexible working approach
£80k salary (plus up to 25% commission)
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure. The firm has a client bank in place that needs servicing which will be professionally passed over to the new advisor. Enjoy full paraplanning and administration support to keep you client facing and writing business.
The Business
They are an established company, operating for over twenty years since their founding. They are a medium sized business with an advisory team and a back office team in place to support them. They are going through a period of organic growth, as well as growth through acquisitions, and so they need another experienced advisor to join the team.
The Role
Being an advisor within this business will see you providing largely pension and investment advice to a wide range of clients. Due to an advisor in the business retiring, there is an extensive client bank that has been built up over the years that now needs an advisor. There will be a professional handover period where you will be introduced to the clients that all have a strong and long standing relationship with the firm. You will look after these clients and pursue new business with the firm as well. That new business will be within the bank itself but will also come from referrals, networking events, marketing, self generation, etc.
The Benefits
- Strong salary of up to £80,000
- Commission structure which sees the average advisor earning £100k+, with the lowest earning advisor on £90k
- Existing client bank in place to take over and support in doing so
- 28 days holiday (+bank holidays)
- Private medical insurance
- Matched 5% pension scheme
- Death in service x4
- Full paraplanning and admin support
Apply
If you think this position sounds attractive, please click the apply button and we will be in touch to discuss further.
Synonyms
Financial advisor, financial planner, wealth advisor, wealth planner, financial consultant