In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity.
To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system.
The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover.
Financial Advisor Requirements
1. You should be a current Financial Advisor with experience of delivering quality client service
2. You should have 3+ years financial planning experience
3. You must be fully Diploma qualified in financial planning
4. You must be enthusiastic for your profession; be ...