Full job descriptionI’m currently working with a boutique independent financial planning firm seeking a motivated Financial Adviser to join its growing team.
This is an excellent opportunity for a recently qualified adviser looking to take ownership of an existing client portfolio whilst continuing to develop their advisory career in a supportive and professional environment.
The successful candidate will inherit and manage an established client bank of approximately £20m Assets Under Management, providing ongoing advice across pensions, investments and protection, whilst identifying opportunities to grow relationships and develop new business.
The Opportunity
*Manage and develop an established portfolio of existing clients
*Deliver holistic financial planning advice across pensions, investments and protection
*Build long-term client relationships through regular reviews and ongoing service
*Identify opportunities to increase assets under management and revenue
*Generate referrals and new business from an existing client base
*Work within a boutique independent advice firm offering flexibility and autonomy
About You
To be considered, you’ll need:
CAS Status
Minimum 12 months’ experience providing regulated financial advice
Experience advising on pensions, investments and protection
Level 4 Diploma Qualified
Strong relationship-building and communication skills
Ambition to develop your client bank and progress your earnings
This opportunity is particularly suited to a newly qualified adviser, Associate Financial Adviser or Financial Planner looking to move into a role with an existing client portfolio rather than starting from scratch.
What’s on Offer?
*Existing client bank to inherit and manage
*Competitive basic salary plus bonus structure
*Independent advice environment
*Administrative and paraplanning support
*Opportunity to develop and grow your own client portfolio
*Long-term career progression
For a confidential discussion, please contact Ursula Sloan at Financial Divisions.