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Financial Advisor - Client Bank Provided

Ortus PSR
Posted a day ago, valid for 16 days
Location

Derby, Derbyshire DE23 8BA

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Financial Advisor at a prestigious wealth management firm, requiring a proven track record in managing and growing client books.
  • Candidates should have a minimum of 5 years of experience in the financial advisory field and a deep understanding of financial markets and investment products.
  • The role offers a competitive base salary of £50,000, along with performance-based bonuses and a comprehensive benefits package.
  • Advisors will manage a portfolio of high-net-worth clients, focusing on personalized financial advice and strategic planning.
  • The firm promotes a client-centric approach and offers professional development opportunities, flexible working options, and networking events to support career growth.

Elevate Your Career as a Financial Advisor with a Leading Wealth Management Firm

Are you an accomplished Financial Advisor ready to take your career to new heights? We are representing a prestigious financial services firm, renowned for delivering bespoke and comprehensive wealth management solutions. With a strong reputation built on excellence, integrity, and client-centricity, this firm offers you the opportunity to inherit an established client book and play a pivotal role in its continued growth.

Why This Role Stands Out:

  • Established Client Book: Step into a role where you’ll immediately take ownership of a well-maintained client book, providing you with a strong foundation for success.
  • Dynamic Growth Environment: Join a firm committed to innovation and growth, offering you the tools and support to excel in a competitive market.
  • Client-Centric Approach: Be part of a team that prioritizes client relationships, ensuring personalised service and long-term satisfaction.
  • Professional Development: Benefit from ongoing training, career progression opportunities, and support for further qualifications to enhance your expertise.

Compensation & Benefits:

  • Competitive Base Salary: £50,000, including performance-based bonuses.
  • Comprehensive Benefits: Enjoy a robust benefits package, including private healthcare, a generous pension scheme, and life insurance.
  • Flexible Working Options: Access to hybrid working arrangements that promote work-life balance.
  • Networking & Growth: Opportunities to participate in exclusive industry events and professional seminars, fostering both personal and business growth.

Your Role:

  • Client Management: Inherit and manage a portfolio of high-net-worth clients, providing personalized financial advice to maintain and enhance client relationships.
  • Strategic Planning: Conduct in-depth financial assessments and develop tailored financial plans, including investment strategies aligned with clients’ long-term goals.
  • Client Communication: Deliver clear, proactive communication on financial matters, market trends, and investment strategies, ensuring clients are well-informed and confident in their financial decisions.
  • Business Development: Identify and capitalise on opportunities for expanding the client base, actively contributing to the firm's growth strategy through networking and client acquisition.
  • Compliance & Integrity: Ensure adherence to all regulatory requirements and company policies, maintaining the highest standards of professional conduct.

What We’re Looking For:

  • Proven Expertise: Demonstrated success as a Financial Adviser, with a strong track record in managing and growing client books.
  • Industry Knowledge: Deep understanding of financial markets, investment products, and regulatory environments.
  • Communication Skills: Exceptional interpersonal and communication abilities, with a client-first mindset.
  • Team Player: Ability to collaborate effectively within a team-oriented, client-focused environment.

If you're ready to make a significant impact and elevate your career with a firm that values your expertise and dedication, apply today to become an integral part of this leading wealth management team.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.