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Financial Advisor (Wealth Management) Employed
East Leicestershire
£50,000 to £60,000 OTE £80,000 + Bonus + Private Medical + Pension + Holiday + Benefits
Are you a Financial Advisor who wants an employed position in a growing business where you can take on an existing portfolio and have the potential for growth in the business?
Do you want the opportunity to take over an existing client portfolio, earn commission and bonuses from the existing portfolio and new clients, potential to grow and develop yourself within a growing business who support their people?
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 wanting to be in an employed position with the potential to earn commission and bonus.
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: BBBH17640a
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.
