At a Glance
- Tasks: Manage an established client bank and deliver exceptional financial advice.
- Company: Reputable wealth management firm with a strong focus on client service.
- Benefits: Competitive salary, attractive bonus scheme, and full administrative support.
- Other info: Office-based role with job security and genuine career progression.
- Why this job: Immediate impact with the opportunity to build lasting client relationships.
- Qualifications: Proven track record in financial advisory and relevant qualifications.
The predicted salary is between 50000 - 60000 £ per year.
Are you an experienced Financial Advisor ready to take ownership of an established client bank with a reputable wealth management firm? This Financial Advisor position offers immediate impact and genuine career progression.
As a Financial Advisor, you'll be responsible for approximately 170 households representing £40-45 million in funds under management. This opportunity has arisen following a director's exit, meaning the clients and validation work are already in place you can focus on what you do best: building relationships and delivering exceptional financial advice.
What makes this Financial Advisor role special?
- Established client bank requiring immediate attention from a dedicated Financial Advisor
- Office-based role where most clients prefer face-to-face meetings
- All validation already completed on transferred funds
- Supportive team environment with full administrative backing
- Real opportunity to make this role your own from day one
The company values advisors who are passionate about client service and writing new business. You'll have the autonomy to manage your client relationships while benefiting from comprehensive back-office support.
Financial Advisor Requirements
Essential:
- Proven track record in financial advisory
- Experience managing client relationships and portfolios
- Relevant financial planning qualifications (minimum Level 4 Diploma in Regulated Financial Planning or equivalent)
Desirable:
- Experience with medium to high-value clients
- Strong track record in generating new business
The Company
Our client is an established and growing wealth management firm with a strong reputation for advisor support and client service excellence. They provide comprehensive infrastructure allowing Financial Advisors to focus on client relationships rather than administration.
Financial Advisor Benefits
- Basic salary: £50,000-£55,000
- Attractive bonus scheme: 2.75 times recurring revenue at 30%
- Employed position with job security
- Office-based working arrangement
- Full administrative and operational support
The successful Financial Advisor will be based in the Nantwich office, where clients typically attend meetings.
Ready to take the next step in your advisory career? Apply today to discuss this Financial Advisor opportunity further.
Financial Advisor in Crewe employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
