Are you an experienced Financial Adviser, keen to join a thriving business that can provide you with the support to maximize your earning potential?
If you are a talented and passionate Financial Adviser who puts clients’ needs at the heart of everything you do and are committed to exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!
An exciting opportunity to join an established business with an exceptional reputation, in a role that has arisen due to growth. You will benefit from the existing brand reputation, while also having the autonomy to grow your client base in the way you want. You’ll be dealing with high-net-worth clients and will be supported by a team to develop your career to the next level and reach your full potential.
* You will be responsible for managing client enquiries and the advice process end-to-end, with the support of the wider team.
* You will benefit from flexible working options and ongoing training and development.
* You will build and nurture relationships with clients who value quality service.
* You will be provided with leads from existing business streams, organic referrals, and support to undertake proactive business development and advertising to generate your own leads.
* You will be responsible for booking appointments, fact finding, research, recommendations, and building outstanding client rapport to generate future business.
* You will deliver high standards of personal and professional integrity, stay updated on regulations, practices, and financial products.
* You will prepare sound financial plans to help clients meet their financial goals and conduct ongoing reviews.
* You will generate new business by developing introducer relationships.
This opportunity suits a proactive Financial Adviser who can build lasting relationships based on trust. You must be self-motivated and confident to work independently but will be part of a flourishing team with dedicated support from an award-winning network.
We consider both experienced Financial Advisers at all levels. The key criteria are your approach to the customer journey and your desire to be an outstanding adviser. You can choose to work on an employed or self-employed basis and will benefit from a market-leading proposition and generous fee splits.
Depending on experience and training, you can work remotely but have access to an office for client meetings as needed. You will manage your diary and time flexibly to meet your clients’ needs and will be supported by an administrative team to grow your client base and meet your development goals.
If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further. We would love to hear from you.
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