This Financial Adviser job offers an excellent opportunity to take on an established client base while joining a growing and forward thinking financial planning firm.
In this Financial Adviser job, you will inherit an existing book generating around £180k of recurring income, equating to approximately £18m FuM. This provides immediate stability, with the opportunity to build further as part of a firm that is actively expanding its advisory capability. This Financial Adviser job is well suited to someone who enjoys working with existing clients, particularly those gained through acquisition, and who takes pride in maintaining and developing strong long term relationships.
Alongside managing the inherited portfolio, you will continue to grow your client bank through referrals and professional introducers, supported by full paraplanning and administrative functions. You will deliver holistic financial planning advice, ensuring clients receive a high quality and compliant service.
This Financial Adviser job also comes at a key growth phase for the business, with senior advisers taking on significant additional client books. This creates a genuine opportunity for progression and long term development as the firm continues to expand.
Financial Adviser Requirements
• Essential Level 4 Diploma in Financial Planning or equivalent
• Essential Proven experience as a Financial Adviser providing holistic advice
• Essential Experience managing client relationships and ongoing service
• Desirable Experience working with acquired or transitioned client banks
• Desirable Ability to develop new business through referrals and introducers
• Essential Level 4 Diploma in Financial Planning or equivalent
• Essential Proven experience as a Financial Adviser providing holistic advice
• Essential Experience managing client relationships and ongoing service
• Desirable Experience working with acquired or transitioned client banks
• Desirable Ability to develop new business through referrals and introducers
The Company
This established financial planning business has a strong track record and is now entering an exciting growth phase following recent expansion activity. The firm is focused on maintaining high service standards while increasing its advisory capacity.
This established financial planning business has a strong track record and is now entering an exciting growth phase following recent expansion activity. The firm is focused on maintaining high service standards while increasing its advisory capacity.
Financial Adviser Benefits
• Circa £60,000 salary
• Immediate access to client bank generating circa £180k recurring income
• Full paraplanning and administrative support
• Flexible working including home and office options
• Strong long term growth opportunity as the business expands
• Circa £60,000 salary
• Immediate access to client bank generating circa £180k recurring income
• Full paraplanning and administrative support
• Flexible working including home and office options
• Strong long term growth opportunity as the business expands
Location
Offices are based in North London, Hertfordshire and Surrey, with flexibility to work from home and travel to clients as required.
Offices are based in North London, Hertfordshire and Surrey, with flexibility to work from home and travel to clients as required.
If you are looking for a Financial Adviser job where you can inherit clients, grow your portfolio and be part of a developing firm, please apply now.
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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
