Financial Adviser

This remote based Financial Advisor job in North Birmingham / Stafford provides an attractive basic salary of up to 80,000 and an existing client bank to takeover.

You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.

Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.

You will have ability to work from home and meet clients face-to-face where appropriate. There is little requirement for you to be in their North West office, however they are happy for you to attend the office regularly if you prefer.

Financial Advisor Requirements

• You must be an experienced Financial Advisor
• You must have experience of regularly working with clients with holdings in excess of 250,000
• You must have experience of taking over and retaining acquired clients
• Individuals with experience of cash flow modelling would be advantageous
• You must have a customer focused approach to your work

The Company

This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectively together.

Financial Advisor Benefits

• Salary of up to 80,000 with OTE of 100,000
• Ability to work from home, with face-to-face client meetings where required
• 25 days holiday + 8 days bank holiday + birthday off
• 5% company pension contribution
• Flexible medical package
• Regular company social / team building events
• Company laptop, mobile and iPad provided

Locations

North Birmingham / Stafford

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