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This employed Financial Adviser job in Leicester provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
Our client typically provides new Financial Advisors with clients that are already embedded into the business, acquired clients as and when they undertake deals locally to you and also leads from enquiries / marketing initiatives etc. The business has a dual focus on ensuring excellent service is provided to maintain relationships and retain clients, plus a proactive approach to actively seek new business opportunities.
The firm is fully independent with its own investment proposition. You will receive full support from their team of Paraplanners and Administrators.
Financial Adviser Requirements
- You should be a Financial Adviser with experience of delivering quality client service
- You should have good track record of converting enquiries
- You must be fully Diploma qualified in financial planning or equivalent
The Company
This independent financial advice group has grown significantly since its inception in 2011, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives. With excellent experience combined from their Senior team, they are in a great position to continue developing the business.
Financial Adviser Benefits
- Salary of circa £45,000 - £50,000 plus bonuses
- Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams
- Home based role with travel to see clients and occasional visits to their office in East Birmingham
- Excellent mentoring support from highly accomplished team
Locations
Leicester
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