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 are 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 anything between £150k - £500m of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. The clients are geographically spread across East Anglia and London.
This role will be suitable for a Financial Planner with aLevel 4 Diploma in Regulated Financial Planning or equivalent diploma. You will have at least 2 years of solid advising experience who has the gravitas and capabilities to work with both private and corporate individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this.
Manage existing clients & Bring on new clients
Hybrid working and attractive benefits package
Would this be of interest at all? Get in touch with Sam at Financial Divisions