Job Description Are you an experienced Financial Advisor, seeking an employed job, based from home with quality leads and existing clients provided covering Leamington Spa / Solihull area?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your clients current and future goals and design easy to understand strategies matching their objectives.
Alongside servicing the clients provided, you should look to convert business opportunities provided to you from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media.
You will deliver advice to clients through a mixture of in-person at the clients home or business premises, virtually by Microsoft Teams or in one of the companys regional offices.
Financial Advisor Requirements
You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
Our client is happy to consider individuals relatively early in their advising career, through to highly experienced)
You...