A great opportunity has arisen in the Solihull area to join a reputable IFA company on a permanent basis as a Financial Advisor, where your expertise will support a valued client base. This role is home based, servicing an existing client bank, therefore is ideal for someone seeking stability and a genuine opportunity to build their earnings through excellent client service.
What's on offer:
1. The position is full remote / home working
2. The salary package includes a £50,000 basic annual income, with uncapped bonuses pushing earnings to £70,000 – £80,000 OTE.
3. Additional benefits include: Pension scheme Death in Service schemes, Private medical insurance, Clients supplied 25 days holiday plus bank holidays.
Requirements:
Candidates must have proven experience as a Financial Advisor (qualified at a minimum of Level 4), with a client-centric approach and a commitment to service rather than aggressive sales. Familiarity with managing client banks and confidence in handling both existing and incoming clients are essential.
Financial Advisor responsibilities and duties will include:
4. Servicing a pre-existing client bank
5. Providing comprehensive financial advice tailored to individual client needs.
6. Managing your own diary effectively, ensuring timely client appointments.
7. Maintaining high standards of compliance and record-keeping.
8. Collaborating with paraplanning and administrative teams to deliver seamless client support
9. Researching product providers and providing clients with information on new and existing products and services.
10. Continuous development of a client bank and maximising opportunities, ensuring profitable relationships are built.
This position offers a rewarding environment for a dedicated Financial Advisor looking to focus on quality service, with clear earning potential and professional support to enhance your career growth.