Our client is a national firm of Chartered Financial Advisers with a highly regarded reputation for providing non jargon based, honest Advice, always striving to act in the client's best interest. Having worked with them for over 8 years, I have seen them grow both organically and via acquisitions. One of their Partners who is a Chartered Financial Advisor is in the enviable position of having too many clients, so is looking to take on someone that they can initially pass over circa 100 clients too. Then once this person has established a meaningful relationship with them, they can always top them up with more clients if needed.
They are looking for someone that has gained their CAS status and has circa 1 years plus experience of providing Financial Advice. You will initially work very closely with this Partner, attending client meetings to ensure the handover is seamless and that you have a full understanding of each clients individual needs. Then you will ultimately have sole responsibility for the maintenance and development of the client base, conduct annual reviews and networking through the clients to gain a thorough understanding of their needs.
This is an excellent opportunity for an Advisor that enjoys the client interaction, but not the business development aspect of the role of a Financial Adviser. Full study support and on the job training will be provided, along with the backup and security of a well-established advisory firm that has an excellent name in the local market place.
To be eligible for this role, you must have your CAS status. The role also comes with the added benefit of being more remote than office based, with full Paraplanning support. For more information, please contact John Whitehead at Financial Divisions