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Desk-Based Financial Adviser – Develop a Thriving Client Portfolio with Warm Leads
Are you a motivated Financial Adviser looking to take your career to the next level? We are seeking a Desk-Based Financial Adviser to manage and grow a portfolio of clients with assets typically up to £250,000. You'll be provided with a ready-made client bank and an abundance of warm leads, so you can focus on building relationships and delivering expert advice.
Why This Role?
- Client Bank Provided: Hit the ground running with a portfolio of clients and opportunities to expand via inbound leads and referrals.
- Growth-Focused: Develop your client base, offering tailored financial solutions and fostering long-term relationships.
- Supportive Environment: Work with a collaborative team in a role that encourages professional development and success.
- Desk-Based: Manage your clients remotely, with the technology and resources to ensure smooth, efficient service.
Package and Benefits:
- Competitive salary of £45,000 - £55,000
- Comprehensive benefits package
- Opportunities for career progression within a leading Wealth Management firm
Your Responsibilities:
- Manage and develop a portfolio of clients, typically with assets up to £250,000
- Provide tailored financial advice on investments, pensions, and protection
- Build strong relationships with clients, securing referrals and generating new business from inbound leads
- Maintain high compliance standards in line with FCA regulations
- Work closely with internal teams to ensure seamless client service
About You:
- Diploma in Financial Planning (DipPFS) or equivalent
- Proven experience in advising clients within a similar wealth range
- Ability to build rapport and trust with clients remotely
- Results-driven with a passion for helping clients achieve their financial goals
- Strong understanding of FCA regulations and compliance requirements
This is a fantastic opportunity for a driven Financial Adviser to join a dynamic team, working with clients who are keen to grow their wealth.
Ready to take the next step? Apply today and start developing your successful client portfolio!
