Our client is seeking an experienced, proactive Financial Adviser (ideally Chartered) to join their team on an employed basis and takeover the servicing of some existing clients and grow their client book
You will be provided with a client portfolio of £25m FuM and a regular flow of appointments booked in your diary. The company's objective is to support you to be busy and help you flourish. In return, they are looking for an ambitious, proactive Financial Adviser who is strong at winning new business. You should be highly knowledgeable on financial planning and confident in creating dynamic, creative financial planning solutions that meet the client's needs.
Individuals with advanced qualifications and holding Chartered status would be preferred, who can utilise their advanced financial planning expertise.
You can expect around 70% of your new business to come from company provided leads, with the other 30% coming from your own activities. To note, any self-generated business is ring-fenced for you.
The team pride themselves on building long term relationships and strive for excellence in their service, based on trust, open communication and honest advice.
Financial Adviser Requirements
- You should have 4+ years' experience as a Financial Adviser
- You should hold minimum Level 4 Diploma in Financial Planning (or equivalent), with preference towards individuals holding or close to achieving Chartered status
The Company
Our client has been established for over 10 years and have a reputation for providing clients with a highly personal service that meets their needs. They develop dynamic financial strategies aligned to support the personal financial aspirations of each individual client, building long term relationships through their professional and friendly approach
Financial Adviser Benefits
- Salary of £55,000 - £62,000 depending on experience and qualifications
- Good bonus structure with OTE of £100,000+
- Plus £4,000 pa car allowance
- Hybrid working (2 days office based and 3 days home), with mixture of working from home and their prestigious office in London and seeing clients
- You will be joining a successful team of c.14 individuals who enjoy sharing each other's success and foster a collaborative approach
Location
London