Job Description
Manage Existing Client Base (Employed or Self-Employed Opportunities)
Career Progression - Study Support, Supportive Culture, Great Opportunity - Full Support Given - Hybrid Working
A key client of mine, due to growth, is looking for a Financial Adviser who can manage an existing book of business from a retiring adviser, as well as bring on new clients. The company has been operating for over 15 years and has built an outstanding reputation for providing holistic advisory services to families, retirees, and City professionals. Their clients hold investments ranging from £150k to £500m, and they pride themselves on offering the highest quality service. New business is generated purely through recommendation and referral. The clients are geographically spread across East Anglia and London.
This role is suitable for a Financial Planner with a Level 4 Diploma in Regulated Financial Planning or an equivalent diploma. You should have at least 2 years of solid advising experience, with the gravitas and capabilities to work with both private and corporate clients, providing a high-quality service. The Directors do not require an adviser to bring AUM, but if you have some clients that fit their investment proposition, they would welcome this.
Responsibilities:
1. Manage existing clients
2. Bring on new clients
This position offers hybrid working and an attractive benefits package. Would this be of interest? Get in touch with Sam at Financial Divisions.
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