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This employed, home based Financial Adviser job will be taking over an existing client bank covering Hampshire and Surrey, with the view to growing this.
Our client is seeking an individual currently holding Chartered status or working towards this.
You will be provided with some existing client generating recurring income, for you to focus on providing holistic financial planning advice. In addition, you should be proactively looking to generate new business and grow the client bank through referrals.
You will be working for a multi-award winning national financial advice business, that are fully embracing equal opportunities and looking to build a diverse workforce. They support their community and will provide you with 1-day annual allowance for charity work
Typically, you will be out meeting clients face-to-face circa 3 days per week and other 2 days from home.
Financial Adviser Requirements
- You must hold minimum Level 4 Diploma in Financial Advice
- Plus, you should be holding or working towards Chartered, preferably with AF7
- You must be a current Financial Adviser and comfortable undertaking business development activities to grow your client bank
- Building long-term relationships with clients should be part of your approach to financial planning
The Company
This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. In addition, they are award winners’ due to their expertise including 'Best Retirement Planner’ and ranked within 'Top 25 IFA Companies’
Financial Adviser Benefits
- Salary of £55,000 - £70,000 dependent upon experience plus bonuses
- Plus, company benefits including PMI, income protection, 4x DIS, critical illness, pension and car allowance of £4,400 pa
- Home based role covering clients across Hampshire and Surrey
- Supported by a qualified and effective team of Paraplanners, focused on ensuring you provide quality advice
- Working as part of a highly respected name within Financial Services
Locations
Hampshire, Surrey
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