Our clients, a well-established and independent Financial Planners based in Cheshire, are currently looking for a Financial Advisor to join their team.
This position will see the successful individual service an existing client bank as well as build and manage their own client relationships, from leads provided by the business. Full admin and paraplanning support is provided, with the role primarily office-based; however, a hybrid working option is also available for those who request it.
The successful Financial Advisor will be offered:
1. Up to £60,000 Basic
2. OTE £70,000 – £80,000
3. Office-based, but hybrid is also an option
4. Clients supplied
5. Full admin and paraplanning support is provided
6. 25 days plus bank holidays
7. Self-employed can be offered as an option, if preferred.
Financial Advisor requirements:
8. Qualified advisor (Minimum Level 4)
9. Experience in the industry servicing clients
As a Financial Advisor, your role will involve the following:
10. Dealing with an existing client bank and building and managing your own client base
11. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
12. Researching product providers and providing clients with information on new and existing products and services.
13. Continuous development of a client bank and maximising opportunities, ensuring profitable relationships are built.
Working hours:
14. Monday to Friday
15. Full-time