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, with the potential to grow and develop it within the region and advance within the business?
On offer is the opportunity to join a fast-growing wealth management business focused on growth through organic and acquisition strategies. This business is committed to ensuring future growth for both its people and the business, where teamwork, enjoyment of work, autonomy, and encouragement to achieve personal goals are prioritized in a relaxed but hard-working 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 with your clients' needs. You will be responsible for growing the existing portfolio of clients and bringing in new business to expand your portfolio.
THE ROLE:
1. Providing Financial Advice to existing and new clients
2. Ensuring a high-quality service to your portfolio of clients
3. Growing services offered to the portfolio and increasing its size
4. Meeting all compliance standards
THE PERSON:
1. Diploma or chartered
2. Practical experience is welcome
3. Financial advisory experience
4. Commutable distance to Birmingham East once per week
Keywords: 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.
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 depend on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy, and Disclaimers which can be found on our website.
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