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This employed Financial Advisor job provides opportunity to join a growing company and benefit from existing clients and leads
Our client is a fast-paced growing consortium of professional services, with specialist divisions across financial planning, tax advisory, accountancy, law and business consultancy. As such, the group company regularly deals with private clients and businesses.
The business has existing clients that need allocating to a new Financial Advisor due to the current lead Financial Advisor being at capacity. You will be responsible for managing and nurturing the existing clients.
Alongside servicing the existing clients, you should be regularly looking for ways to generate new business and new clients. The company is very supportive with providing variety of methods to help you generate clients. For instance, you will be working within a group company of 90 in-house Advisors who specialise professional services, where you can cross refer clients.
The company regularly host their own webinars and seminars, plus are frequently attending networking and professional events. Moreover, the co-Founder of the business has a significant social media presence and regularly generates high profile clients including entrepreneurs, celebrities and sporting professionals.
You should utilise the initiatives available to generate business. In addition, as you build in experience and confidence, you should look to undertake some of your own self-generation of clients (which is rewarded with increased bonus rate)
This role is well suited to a proactive individual who enjoys winning new business.
Financial Advisor Requirements
- You should hold full Level 4 Diploma in Financial Planning or equivalent
- You should have experience as a Financial Advisor
- You should be confident in your ability to convert enquiries into clients, with a proven track record to back this up
- You should be comfortable networking and being proactive to generate clients
The Company
Our client is a dynamic group company comprising of multi-disciplined professional services. They are a results oriented business who thrive in a fast-paced environment and enjoy building relationships with new and existing clients. The team enjoy socialising together and celebrating their success.
Financial Advisor Benefits
- Salary of up to £60,000
- Plus, several ways to earn bonus including:
- New business on company leads and increased rate for self-generated
- Recurring income
- Engagement with company marketing, obtaining reviews etc
- Largely office based role although flexibility to go out seeing clients / attending events etc and 1 day from home
- Company benefits include: 24 days holiday + Bank holidays, birthday off, private medical insurance, group life insurance and monthly socials
- Excellent training and development opportunities
Locations
Finchley
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