Growth-Minded Financial Advisor: Build Your Book Day One in Lancaster

Growth-Minded Financial Advisor: Build Your Book Day One in Lancaster

Lancaster Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Aspire Executive Search Ltd

At a Glance

  • Tasks: Manage a client bank and identify new business opportunities with strong support.
  • Company: Aspire Executive Search Ltd, a values-led team in financial services.
  • Benefits: Attractive salary, bonus potential, and various employee benefits.
  • Other info: Collaborative environment with robust support in paraplanning and compliance.
  • Why this job: Take ownership of your portfolio and make a real impact from day one.
  • Qualifications: Experience as a financial adviser and strong client management skills.

The predicted salary is between 40000 - 50000 £ per year.

Aspire Executive Search Ltd is looking for an experienced Adviser to manage a client bank of approximately 300 clients based in Lancaster. The role emphasizes a collaborative approach with robust support in paraplanning and compliance, offering an attractive package including a salary range of £40,000-£50,000, bonus potential of up to £80,000, and various employee benefits.

As part of a values-led team, you'll take ownership of your portfolio, identifying new business opportunities while receiving ongoing support to ensure excellent client outcomes.

Growth-Minded Financial Advisor: Build Your Book Day One in Lancaster employer: Aspire Executive Search Ltd

Aspire Executive Search Ltd is an exceptional employer for financial advisors, offering a collaborative work culture that prioritises values and client success. With a strong support system in paraplanning and compliance, employees can thrive while managing a diverse client bank in the vibrant city of Lancaster. The attractive salary package, bonus potential, and commitment to employee growth make this an ideal opportunity for those seeking meaningful and rewarding careers.

Aspire Executive Search Ltd

Contact Details:

Aspire Executive Search Ltd Recruitment Team

We think you need these skills to ace Growth-Minded Financial Advisor: Build Your Book Day One in Lancaster

Client Management
Business Development
Financial Planning
Paraplanning
Compliance Knowledge
Collaboration Skills
Portfolio Management