This employed Financial Adviser job provides opportunity to inherit an existing client bank around the Birmingham area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity.
Alongside the company clients provided, you should look to self-source business from internal and external relationships, to help build your client portfolio.
To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system.
The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover.
Financial Advisor Requirements
You should be a Financial Advisor with 3+ years advising experience
You mu...