Employed Financial Advisor (Wealth Management)
Coalville Area Leicestershire
50,000 to 60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits
Are you a Financial Advisor who wants the chance to be employed and take on an established portfolio and grow within a business?
Do you want the rare opportunity to take over an extensive client portfolio, with the potential to grow and develop it as well within the region, offering uncapped commission and company bonus?
On offer is the opportunity to join a fast-growing wealth management business that focuses on growth through organic as well as acquisition growth, bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hardworking environment.
In this role, you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning, and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients' needs. You will need to grow the existing portfolio of clients and bring in new business to expand your portfolio.
THE ROLE:
Providing financial advice to existing and new clients.
Ensuring high-quality service to the portfolio of clients.
Growing services offered to the portfolio and increasing the size of the portfolio.
Meeting all compliance standards.
THE PERSON:
Diploma or chartered qualification.
Practical experience is welcome.
Financial advisory experience.
Commutable distance to Birmingham East once per week.
Key words:
Independent Financial Advisor, financial advisory, high-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Coalville, Leicestershire, Nuneaton, Hinckley, Ashby-de-la-Zouch. Reference Number:
BBBH17640efa If you are interested in this role, click
'apply now'
to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will depend on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy, and Disclaimers which can be found on our website.
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Independent Financial Advisor, financial advisory, high-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Coalville, Leicestershire, Nuneaton, Hinckley, Ashby-de-la-Zouch. Reference Number:
BBBH17640efa If you are interested in this role, click
'apply now'
to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will depend on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy, and Disclaimers which can be found on our website.
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