Financial Advisor (Wealth Management)

Coalville Area Leicestershire

50,000 to 60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits

Are you a Financial Advisor who has managed their own portfolio wanting to join a growing business where you will be taking over a portfolio as well as being able to bring your own clients and grow your business?

Do you want the opportunity to take over an existing client portfolio, potential to grow and develop it as well as the geographical area with the potential to uncapped commission and company bonus?

On offer is the opportunity to join a growing wealth management business that is focused on growth through organic growth as well as yearly acquisitions, that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.

In this role you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients' needs. You will need to grow the existing portfolio of clients and bring in new business to grow your portfolio.

The ideal candidate is a stand-alone Financial Advisor, working with a portfolio of high-net-worth clients, provide in-depth tailored financial advice to their clients while working closely with the administration team to ensure a high-quality service to the clients.

THE ROLE:

Providing Financial Advice to clients
Ensure high quality service to portfolio of clients.
Grow services offered to portfolio and grow the size of the portfolio.
Meet all compliance standards.

THE PERSON:

Diploma or chartered
People with practical experience are welcome to apply.
Independent and stand-alone advisory experience.
Commutable distance to Birmingham East once per week

Key words: Independent Financial Advisor, financial advisory, High-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Coalville, Leicestershire, Nuneaton, Hinckley, Ashby-de-la-Zouch.

Reference Number: BBBH17640

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.