Are you an experienced Financial Advisor near Newbury / Andover / Basingstoke, seeking an employed job, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your client’s current and future goals and design easy to understand strategies matching their objectives.
Alongside servicing the clients provided, you should look to convert business opportunities from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilizing social media.
You will deliver advice to clients through a mixture of in-person meetings at the clients’ home or business premises, virtually by Microsoft Teams, or in one of the company’s regional offices.
Financial Advisor Requirements
* You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
* Our client is happy to consider individuals relatively early in their advising career, through to highly experienced
* You should have a proven, demonstrable track record in converting business opportunities
* Individuals close to Chartered status would be preferred
Support and Development
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, and Compliance Managers. As the research, report writing, and client investment management reviews are all undertaken for you, you will have more time to spend with clients.
Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Financial Advisor Benefits
* Salary of £40,000 - £75,000 subject to experience and qualifications
* Plus, IFAs will receive holiday pay, phone, laptop, and a bonus structure to enable excellent OTE
* Home based role with travel to meet clients in person and use of their regional offices if preferred
* Self-employed option available, if you would prefer
Locations
Newbury / Andover / Basingstoke
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