Financial Advisor (Wealth) Employed
Coalville Area Leicestershire
£45,000 - £55,000 OTE £100K to £120K + Bonus + Private Medical + Pension + Holiday + Benefits
Are you a Financial Advisor who wants the chance to be employed, earn over £100K with commissions and bonuses, take on an established portfolio, and grow within a business?
Do you want the rare opportunity to take over an extensive client portfolio, earn commission on that portfolio as well as uncapped commission on new clients, and develop it within the region while growing within the business?
On offer is the opportunity to join a fast-growing wealth management business focused on growth through organic as well as acquisition strategies, bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hardworking environment.
In this role, you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning, and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients’ needs. You will need to grow the existing portfolio of clients and bring in new business to expand your portfolio.
The ideal candidate is a Financial Advisor wanting to be employed, earn £100K plus, work with an existing portfolio of high-net-worth clients, and provide in-depth tailored financial advice to their clients while working closely with the administration team to ensure a high-quality service to the clients.
THE ROLE:
* Providing Financial Advice to existing and new clients
* Ensuring high-quality service to the portfolio of clients.
* Growing services offered to the portfolio and increasing the size of the portfolio.
* Meeting all compliance standards.
THE PERSON:
* Diploma or chartered qualification
* Practical experience is welcome
* Financial advisory experience
* Commutable distance to Birmingham East once per week
Key words: Independent Financial Advisor, financial advisory, High-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Coalville, Leicestershire, Nuneaton, Hinckley, Ashby-de-la-Zouch.
Reference Number: BBBH17640ufa
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
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