At a Glance
- Tasks: Manage an established client bank and provide 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 a supportive team environment and career progression opportunities.
- Why this job: Take ownership of client relationships and make a real impact from day one.
- Qualifications: Proven track record in financial advisory and relevant qualifications.
The predicted salary is between 49500 - 60500 £ 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.
£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.
Apply today to discuss this Financial Advisor opportunity further.
Financial Advisor (Investments / Pensions) in Crewe employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
