Job description
My client is currently looking for an experienced or Trainee Financial Adviser to join their team in Penrith.
Our client is a highly-reputable advisory and professional services business with long standing presence in the North. With a history of delivering a truly tailored and scalable service to its clients, this is a great opportunity to join this firm.
As an experienced Adviser you will take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice. As a Trainee Financial Adviser you will be fully supported and shadow an experienced Adviser until ready to take on a portfolio of clients.
You will be supported with an established and growing business development, marketing and operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region.
What will equip you for success in this role:
1. A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions
2. A history of delivering quality, fee based advice or experience of working as a Paraplanner looking to take the next step
3. Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status
4. Able and willing to travel regionally to accommodate client facing appointments
Why you should apply:
5. This is an opportunity to join a well-established wealth management practice with a supportive professional services practice that has significant lead opportunity
6. Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region
7. Competitive starting salary, bonus structure and package
8. Flexible working, with structured career and professional development initiatives
This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market.