Financial Advisor

CV-Library

Posted on Sep 22, 2021 by CV-Library

Hampshire, United Kingdom
Accountancy
Immediate Start
£50k - £60k Annual
Full-Time
This employed Financial Advisor job in Southampton provides a unique opportunity to be provided with a healthy client bank of HNW individuals, professional / elite sports players, musicians and celebrities

Due to the nature of their clients, their Financial Advisors are regularly providing advice on retirement and IHT planning, considering lifetime allowances and investment advice. The range of clients provides an exciting variety of advice needs. Such as, their sporting clients playing at elite level will typically have potential retirement ages far earlier than the norm and will need to plan for their second careers.

Mixture of working from home, office based and out seeing clients. Fortunately, most of the clients prefer to meet in their office, therefore enables you to work efficiently

The business does not believe in micromanaging. You will have full support to undertake your role and autonomy to have a bit of flair and take initiative

Full paraplanning and back office support – basically, everything you could need, so that you can focus solely on client engagement and deepening relationships

Financial Advisor Requirements

* Minimum Level 4 qualified in Financial Planning or equivalent, with desire to achieve Level 6 (support provided)

* Current Competent Adviser Status as a Financial Advisor

* Minimum 2 years experience of providing financial planning

* Must align with their values

The Company

This is a dynamic, IT led Wealth Management firm that is enjoying continued, strong growth. They are a values based firm, focused on doing the right thing, delivering on promises, embracing lifelong learning and being positive.

Financial Advisor Benefits

* Salary of £50,000 for Diploma qualified Financial Advisors

* Salary of £60,000 for Chartered Financial Advisors

* OTE should exceed £100,000

* Provided with a client bank producing recurring income which hits your salary validation, enabling you to be immediately be earning bonus

* Plus, additional bonus payable of up to 50% of salary on company performance and values being upheld

* Support towards attaining Chartered status

* Flexibility to work from home at times, however as clients prefer to meet in the office, likely you will be regularly present in the office

Location

Southampton

Liability and Disclaimer

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Reference: 214717522

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