Financial Advisor (Wealth Management) Employed
East Leicestershire
50,000 to 60,000 OTE 80,000 + Bonus + Private Medical + Pension + Holiday + Benefits
Are you a Financial Advisor who wants an employed position in a growing business where you can take on an existing portfolio and have the potential for growth in the business?
Do you want the opportunity to take over an existing client portfolio, earn commission and bonuses from the existing portfolio and new clients, and develop yourself within a supportive environment?
On offer is the opportunity to join a growing wealth management business focused on organic growth and yearly acquisitions, fostering a team-oriented and enjoyable work atmosphere where employees are encouraged to achieve their goals.
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 plans aligned to your clients' needs while growing the existing portfolio and bringing in new business.
THE ROLE:
Providing Financial Advice to clients
Ensuring high-quality service to a portfolio of clients.
Growing services offered to the portfolio and expanding its size.
Meeting all compliance standards.
THE PERSON:
Diploma or chartered qualification
Practical experience is welcome.
Independent and stand-alone advisory experience.
Commutable distance to Birmingham East once per week.
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 be dependent on your experience, qualifications, and skill set.
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