Independent Financial Advisor

Overview

• Committed to independence, our 70,000+ clients benefit from a full service, whole of market choice
• Head office in Sunderland, with over 1500 advisers and staff across the UK and 79 locations in many growth areas including London, Farnborough, Leicester, Bristol and Cardiff.
• A leading Wealth Management firm with a 98% client approval rating.

Independent Financial Adviser

A role has developed within the South East regional hub to service and grow and develop an existing client book and develop new client opportunities. With a positive office environment focusing on the sharing of best practice, this is a role for a self-motivated, well organised adviser to service existing clients and develop new business opportunities. New client opportunities offered through our multiple embedded lead generation channels.

The Role

• Create new business opportunities across a broad range of financial planning in all sectors
• Focus on service, growth and intergenerational planning

Profile of Client base

• Holistic financial planning – pension, tax planning and investment focus
• Professionals and mass affluent
• Location – South East

Remuneration

• Competitive base salary dependent on qualifications and experience with attractive employee benefits
• Structured bonus scheme based on KPIs, serviced revenue and revenue generation
• Support for continued professional development

Ideal candidate

You will have the ability to build upon existing strong client relationships in an articulate and professional manner.

It is essential that you are client centric, possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work as part of a team and have excellent time management skills.

You must currently hold CAS and be a minimum of level 4 diploma qualified, with the strong preference either at Chartered or working towards Chartered status.

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.