This national wealth advice company is offering a basic salary of up to £75,000, car allowance, good benefits, an uncapped bonus and client bank.
The most successful employed Financial Advisers here earn £200,000 a year in this progressive and client-focused, holistic IFA company.
This is a fantastic opportunity for an employed Financial Planner to take over an existing client portfolio at one of the UK’s leading independent Financial Advisory firms.
This IFA firm is committed to providing the very best possible service to their clients and Independent Financial Planners. This is a company where Financial Advisers stay, as people thrive!
This client also provides full support to their IFAs, ensuring they provide the best service possible to their clients.
This is a really fantastic opportunity for an ambitious, energetic and motivated Financial Adviser to join a growing wealth management company who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment.
About the Role
If you are looking for a full-time, employed financial advice role, with an exciting forward-thinking financial planning company, then this is the role for you! You will be providing holistic, independent financial advice solutions with an unlimited earnings potential!
As a Financial Adviser, you will be providing financial advice to clients on a range of financial planning solutions, actively seeking and identifying new financial planning opportunities with clients to generate new business to fully support the clients’ needs, enjoying building and maintaining business relationships with professional connections, meeting and exceeding agreed income and quality control targets, and ensuring a high-quality service, so that client needs are regularly reviewed and met.
Responsibilities
- Providing financial advice to clients on a range of financial planning solutions
- Actively seeking and identifying new financial planning opportunities with clients to generate new business to fully support the clients’ needs
- Enjoying building and maintaining business relationships with professional connections
- Meeting and exceeding agreed income and quality control targets
- Ensuring a high-quality service, so that client needs are regularly reviewed and met
Qualifications
- A minimum of two years in regulated Financial Advice
Required Skills
- Self-motivated, efficient, thorough and forward thinking
- Professional, proactive, and a positive attitude with an ability to multi-task
- Self-organised and able to prioritise workload to meet agreed deadlines
- Highly client focused, with analytical thinking and highly developed interpersonal skills
Pay range and compensation package
- This national wealth advice company is offering a basic salary of up to £75,000, car allowance, good benefits, an uncapped bonus and client bank.
- The most successful employed Financial Advisers here earn £200,000 a year in this progressive and client-focused, holistic IFA company.
- This client also provides full support to their IFAs, ensuring they provide the best service possible to their clients.
- A growing wealth management company who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment.
Financial Planner in Exeter employer: Truestar Talent®
Truestar Talent® is an attractive employer due to its commitment to professional growth and a collaborative work culture. Employees are encouraged to share their ideas and influence the company's operations, making a real impact in the financial services industry. The availability of hybrid working arrangements further enhances work-life balance.
