TieTalent Kingston Upon Hull, England, United Kingdom
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About
Are you an experienced Financial Advisor in Hull, seeking an employed role, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm that is continually improving its client proposition and features in industry press for its success.
The business can provide you with an existing client bank to take over, either from internal changes or a retiring Adviser. Your goal is to understand clients' current and future goals and design straightforward strategies to meet their objectives.
Alongside servicing the provided clients, you should aim to convert business opportunities generated through the company's marketing initiatives. You should also proactively build your portfolio through activities like asking for referrals, networking, and utilizing social media.
Advice will be delivered through a mix of in-person meetings at clients' homes or businesses, virtual meetings via Microsoft Teams, or in one of the company's regional offices.
Financial Advisor Requirements
* Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
* Open to individuals early in their advising career or highly experienced professionals
* Proven ability to convert business opportunities
* Candidates close to Chartered status are preferred
Full back-office support is provided, including specialist Administrators, Paraplanners, and Compliance Managers, allowing more time for client engagement.
Training and Development
Access to in-house training programs and support towards becoming a Chartered Financial Planner.
Financial Advisor Benefits
* Salary between £50,000 - £75,000, depending on experience and qualifications
* Additional benefits include holiday pay, phone, laptop, and a bonus structure for excellent OTE
* Home-based role with travel to meet clients or use of regional offices
* Self-employed option available
Location
Hull
Liability and Disclaimer
While Premier Jobs UK strives to ensure the accuracy of job details, including salary and benefits, no guarantees are made. We accept no liability for reliance on this information.
Nice-to-have Skills
* Client Management
* Networking
* Social Media
Work Experience
* Finance & Accounting
Languages
* English
Seniority Level
* Mid-Senior level
Employment Type
* Full-time
Job Function
* Finance and Sales
Industries
* Technology, Information and Internet
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