Financial Adviser (employed)

Posted on Jan 20, 2019 by Anonymous

Fareham, Hampshire United Kingdom
Accountancy
Immediate Start
£45k - £50k Annual
Full-Time
Are you looking to work within a vibrant, friendly team of Independent Financial Advisers… whereby you will be provided with existing clients and a proven model to generate new clients?

The Company

Nearing their 20 years anniversary of establishment, this firm of Independent Financial Advisers is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. The business is well placed to continue growing by recruiting quality individuals.

Clients and business opportunities

As an Independent Financial Adviser within their team, you will benefit from being provided with excellent access to clients. This is because, their current Advisers have or are nearing capacity and have existing clients ready to be allocated to you. You will be able to takeover their annual financial planning reviews, as well as identify new opportunities. In addition, they have a proven business model for generating new clients which you will also benefit from. Any clients you can bring with you on joining, will be ring-fenced.

Paraplanning and Admin Support

You will be fully supported by a team of fully qualified Paraplanners and Administrators, to ensure your time is focused being with clients. As such, you will be assisted every step of the client journey, including the report writing being undertaken.

Team Support

You will be working within a highly successful team of IFA's and Support Staff. Therefore, will have access to specialist knowledge to bounce ideas around.

Requirements to be considered

You should be an experienced and qualified Financial Adviser with gravitas of working with clients from all walks of life including high net worth individuals. Trainees / less experienced Advisers would be considered, subject to having a good work ethic and an existing foundation of financial planning knowledge to build upon.

Benefits

* Basic salary of circa £45,000 - £50,000 plus bonus

* Plus, company benefits including: mileage reimbursement for client meetings, matched pension, private health care, flexible cash benefits and up to 25 days holiday plus bank holidays

* Annual Christmas trip abroad!

* Working from their professional offices with free parking

* Normal working hours of 9 - 5:30pm, Monday to Friday with expectation to be flexible to meet client's needs (flexible working pattern to accommodate)

Location

Fareham

Apply now or call David Fletcher on (phone number removed)

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS LTD uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information within this advert

Reference: 614444276

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