At a Glance
- Tasks: Manage and grow an existing portfolio of clients while providing holistic financial advice.
- Company: Reputable financial planning firm with a supportive environment.
- Benefits: Attractive earnings potential, existing client bank, and freedom to develop your career.
- Other info: Opportunity for ongoing income and professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 50000 - 55000 £ per year.
Self-Employed Financial Adviser Leicester £50,000 -£55,000 Self-Employed | Existing Client Bank Provided + Ongoing Earnings Potential NJR Recruitment is delighted to be working with a well-established and highly regarded financial planning firm who are looking to recruit an experienced Self-Employed Financial Adviser to take over and develop an existing portfolio of clients.
This is an outstanding opportunity for an ambitious Adviser who is looking for immediate recurring income, strong earning potential and the freedom to grow and develop an established client bank within a supportive environment.
The successful candidate will inherit a portfolio of approximately 80 existing clients , with ongoing servicing needs and excellent opportunities for further growth through referrals and business development activity.
The Role Take over and manage an existing portfolio of established clients Provide holistic financial planning advice across pensions, investments and protection Conduct annual reviews and maintain strong ongoing relationships Identify opportunities to grow client assets and generate additional business Develop new client relationships through referrals and networking Work closely with paraplannin...
