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This employed Financial Advisor job in Wolverhampton is available to takeover an acquired client bank 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. Ideally you should be already offering cashflow modelling to clients and have experience of successfully onboarding recently acquired clients. Financial Advisor Requirements You should have 5+ years' experience as a 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 approx. £60,000 with Year 1 realistic earnings of £80,000 with scope to grow this further Hybrid working with a mixture of working from their office, home and face-to-face client meetings 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 Wolverhampton Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ

This Financial Advisor job in Meriden is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down click apply for full job details

This home based Mortgage Advisor job in Southampton provides opportunity to join a leading name within the mortgage industry, with excellent commission splits and support to help you succeed. This opportunity provides ability to work with a brokerage based on the South Coast which has a large number of leads available, with little need for self-generation click apply for full job details

This employed Financial Advisor job in Wolverhampton is available to takeover an acquired client bank 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 click apply for full job details

This Commercial Finance Broker job is available within a growing brokerage who are looking to expand their team with an experienced Broker. Our client has access to 100+ lenders with excellent deal terms in place, as such, they are able to offer the full suite of commercial financing to their clients, including bridging, BTLs, commercial mortgages, asset financing and working capital click apply for full job details

This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves. Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details

This Protection Advisor opportunity is ideal for experienced individuals near Milton Keynes seeking a proposition with leads provided. You will be joining a business based in Milton Keynes, who are producing a good number of leads, which they can share with you. As such, less need for self-generation, although still welcomed click apply for full job details

This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to client

This exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available! You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial Advisors. The team enjoy working on clients / cases collectively together, which enables you to focus on specialist areas if appropriate. Their clients typically consist of Business Owners, Entrepreneurs, HNW clients and numerous individuals with agricultural connections. Many of their clients enjoy coming to the office for their meetings The Regional Director is open to candidates with a range of advising experience and will be able to help mentor and support professional development across all ranges of experience. Due to the level of clients being produced, there is little need to self-generate or bring clients with you. However, there is plenty of marketing resources and ways to generate clients through introducers should you enjoy doing so. Financial Advisor Requirements You must hold full Level 4 Diploma in financial planning or equivalent, and have some experience as a Financial Advisor You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach. Financial Advisor Benefits Salary in the region of £50,000 - £75,000 (negotiable) plus bonuses Remuneration packages also includes car allowance, bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Hybrid working with ideally 2 days per week in Barnstaple office Self-employed option available, if you would prefer Locations Barnstaple / North Devon Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ