Financial Advisor

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

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