At a Glance
- Tasks: Conduct financial reviews and identify new business opportunities for high net worth clients.
- Company: Reputable Financial Planning firm in Essex with a supportive culture.
- Benefits: All leads provided, ongoing professional development, and a collaborative team environment.
- Other info: Ideal for self-starters looking for growth in a fast-paced environment.
- Why this job: Join a passionate team and make a real difference in clients' financial futures.
- Qualifications: Minimum 2 years in an advisory role with Level 4 Diploma status.
The predicted salary is between 50000 - 70000 £ per year.
We are recruiting for a well regarded Financial Planning firm in Essex who have a requirement for someone to service an existing client bank.
Their typical client has over £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
You must have a minimum of 2 year’s experience in an advisory role.
Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
Minimum Level 4 Diploma Status.
Ideally well on the way to being Chartered status Competent Adviser Status in current role.
Commitment to ongoing Professional Development.
Ability to work in a fast-paced environment.
To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Independent Financial Adviser - All leads provided in Southend-on-Sea employer: Blakemore Recruitment
Join a prestigious Financial Planning firm in Essex, where you will benefit from a supportive work culture that prioritises professional development and client satisfaction. With all leads provided, you can focus on delivering exceptional service to high net worth clients while enjoying opportunities for growth within a collaborative team environment. This role not only offers a chance to enhance your advisory skills but also to thrive in a fast-paced setting that values your expertise and passion for financial advice.
