Financial advisor

This employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank GBP15m+. As a Financial Adviser, you will be taking over the responsibility of managing the client rsquo;s financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the portfolio. Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements. In addition, the business is actively undertaking acquisitions and will be able to supplement you with some recently acquired clients. You will receive full paraplanning and administration support from their back-office team Financial Adviser Requirements * You should have 3+ years rsquo; experience as a Financial Adviser * You should hold full Level 4 Diploma in Financial Planning or equivalent and ideally keen to work towards Chartered status The Company The business was established over 30 years ago and has grown organically and through acquisitions to now manage over GBP750m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve GBP1.5bn AuM and are already on their way to achieving this. Financial Adviser Benefits * Salary of GBP60,000 with OTE of GBP80,000+ * Company benefits include: GBP300 pm car allowance, 25 days holiday plus bank holidays, access to private healthcare, company death in service and membership to the company pension scheme after 3 months * Connected to one of their regional offices, with flexibility to work from home and the office * Joining a team of likeminded Financial Advisers and support staff * No desire to micro-manage, with view that their Financial Advisers should be competent to manage their performance * 3pm finish on a Friday, with flexibility how you manage your week and time Locations Whiteley