Back to search
Financial Adviser (existing client book), Norwich. £60,000-£80,000 plus benefits and bonus. We have been appointed by a well-established, independent firm who provide whole of market holistic advice to a broad range of clients. They have several offices across the region and are looking for someone to take over an existing client book from a retiring Adviser. Clients typically have £250k+ AUM. Bonus paid on new and existing business.
The role:
- You will be required to manage existing client relationships.
- Carry out financial reviews, ensuring current arrangements are meeting clients financial objectives/goals and identify suitable opportunities for new business.
- Developing new business through leads provided, your existing clients and referrals.
- Working closely with Paraplanners and Administrators to ensure clients needs are met.
To apply:
- You must have previous experience as a Financial Adviser.
- Be level 4 qualified. Progressing towards or Chartered a distinct advantage.
- Able to work independently and as part of team.
- Strong communication skills. Able to build & develop lasting relationships.
For further information about this and many other great opportunities in Financial Services, please contact Andrew Stark at Synchonicity Wealth.
