In this employed Financial Advisor job you will inherit an existing client bank across the Devon 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.
Our client would also be open minded to individuals who are fully Level 4 qualified and looking to step up from a support role to become a Financial Adviser.
Financial Advisor Requirements
1. You should be a Financial Advisor with experience of delivering quality client service or in a support role looking to step up to advice
2. You should have good experience within financial planning industry
3. You mus...