This experienced Financial Advisor job is available within an independent financial planning firm based just outside of Coventry
You will be joining a team of 15 who thoroughly enjoy working together, with many of them being with the business for several years! When recruiting, they look for individuals who want to work together for the long term, building deep relationships together and with their clients.
Our client has existing clients available and would look to match clients to you to ensure a great fit for all parties. You should aim to develop great rapport with the existing clients whilst also being on the lookout for new business opportunities through referrals, introducers or networking.
The business provides holistic, independent financial planning across investments, pensions, protection, IHT and retirement planning. They enjoy using cashflow modelling for the benefit of their clients.
In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning.
You will be fully supported with a team of in-house Paraplanners and Administrators.
Financial Advisor Requirements
* Ideally, you should be an experienced Financial Advisor (although our client would consider a Junior Financial Advisor looking for their next career position)
* You must hold full Level 4 Diploma in Regulated Financial Planning
* You should have excellent financial planning knowledge of pensions, investments and tax planning
* You must be highly client-centric and able to work well within a team
The Company
This long established firm has dual focus with teams specialising in wealth management and employee benefits. As such, they support personal and corporate clients across both sides of their business. You will be joining a close knit team who enjoy working together to support their clients and provide great service. They are big advocates of internal development and progression and seeing their team flourish.
Financial Advisor Benefits
* Salary of up to £75,000 depending on experience (up to £55,000 for Junior Financial Advisor)
* Plus bonus structure
* Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan
* Mixture of seeing clients in their office, clients’ home or via Teams
* Free car parking available on site
* Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status
Locations
Meriden
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information