Express Recruitment are delighted to be supporting our award-winning Wealth Management Firm in their search for an experienced Financial Advisor to join their growing team on a self-employed basis. The business is currently handling c£600 million in assets with the desire to grow this to over 9 figures in the future.
This is an excellent role for someone with extensive previous Financial Advisory experience, offering a fantastic salary of up to c£100,000+ when you are up and running with the position and the ability to get out what you put into the role, a private health insurance scheme, and the opportunity to use the office facilities or work in a fully remote capacity.
Within this role, you also have the opportunity to inherit business from an incumbent with excess capacity to earn further salary in the future.
Responsibilities
* Provide comprehensive financial planning and investment advice to clients based on their individual financial goals, risk tolerance, and financial situation.
* Stay up-to-date with financial market trends, regulations, and products to provide informed recommendations to clients.
* Customise financial plans according to clients’ changing needs.
* Follow the company’s operating policies and procedures, so that client servicing is conducted consistently and efficiently and operational risks are appropriately managed.
* Grow the number of clients served by recruiting new clients through referrals, personal networking, and by making presentations to professional firms such as lawyers.
Skills & Experience
* Extensive experience within a Financial Advisory position, either salaried or self-employed.
* Ability to analyse, understand, and disseminate complex financial data and research.
* Experience using a range of Financial planning and data CRMs.
Vacancy Summary
Hours: Monday-Friday, Full Time
Job Type: Permanent, Hybrid Working
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