Job Description
A fantastic opportunity for either a Diploma or Chartered Adviser to join a growing, progressive Wealth Management firm, looking to further its presence in the Launceston area, covering also parts of Cornwall. You will have the opportunity to work with existing clients as well as being provided with new client opportunities via the firms lead generation software. It is a hybrid role covering Launceston and the surrounding areas. Client meetings will be carried out either remotely or face to face.
Key Responsibilities
- Understand your clients current and future financial goals
- Deliver your agreed fee income target
- Develop new business from new and existing clients
- Ensure clients are serviced in a professional and timely manner.
- Ensure advice is of the highest standard and in line with the Companies quality requirements
- Conduct in-depth reviews of clients financial circumstances.
- Represent the Company brand in a professional and courteous manner.
- Meet all the regulatory aspects of the role.
Key Requirements
- Minimum of Diploma in Financial Planning qualified
- At least 3 years experience as a Financial Adviser
- Excellent Interpersonal skills
- Ability to network and generate own clients
- Strong IT skills
- Provable track record of delivering agreed targets.
- Conducting research and preparing financial planning reports best suited to the individual clients' requirements covering all areas of advice.
- Maintain CF30 status in accordance with the FCA regulations
Key Benefits
- Basic salary of £35000 - £65,000 if Diploma and £55,000 - £75,000 if Chartered
- 100% paid for both new business and ongoing towards target
- Uncapped bonus earnings
- Car Allowance of £400 per month
- Access to new clients via lead generation software.
- Contributory pension scheme, along with Death in Service Benefits
- 33 days holiday including bank holidays, with opportunity to buy/sell holiday
- Family Friendly policies.
Locations
Financial Adviser in Cornwall, Launceston employer: Truestar Talent Ltd
As a self-employed Financial Adviser in the North West, you will thrive in a supportive environment that prioritises your success and client satisfaction. With access to established client banks, comprehensive compliance and admin support, and cutting-edge lead generation tools, you can focus on building meaningful relationships while enjoying the flexibility and financial rewards of self-employment. Join a culture that values strong networking and professional growth, making it an excellent choice for those seeking a fulfilling career in wealth management.
