Self Employed Financial Advisor

Posted on Jun 11, 2019 by CV-Library

Bristol, Bristol (County), United Kingdom
Call Center & Customer Service
Immediate Start
£100k - £150k Annual
Full-Time
A Bristol based partner practise of St. James Place Wealth Management Plc requires self-employed aspirational Financial Advisor to join their new office and be part of a growing and exciting company. The Financial Advisor will be providing high quality personal advice on many aspects of wealth management, advising clients of a wide range of different financial solutions. From the complex area of corporate financial planning or providing guidance and advice on pensions and tax planning to even the aspects of exit planning. The Financial Advisor will be supported in building a referral based business and have the hunger and initiative to seek out new clients. The Financial Advisor will have full back office support so can focus on spending as much time as possible with clients and professional networking connections.

The Financial Advisor:

* Will be confident, driven and ambitious.

* Will have or working towards a full chartered in financial planning

* Will be able to understand and priotise customer needs to deliver a high standard of advice and service

* Will have Competent Adviser Status (CAS)

* Will have previous advice given.

* Be motivated to succeed and develop yourself and others in the team.

* Experience in dealing with high networth clients would be desirable

The is a self-employed opportunity and therefore your earning potential is significant and uncapped, typical OTE £100k - £150k

Proactive People is an employment agency and employment business

Reference: 210199156

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