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GCB Recruitment
United Kingdom
Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the bu
Job Source: GCB RecruitmentPremier Jobs UK
Wolverhampton
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to m
Job Source: Premier Jobs UKPremier Jobs UK
WV1, Wolverhampton, West Midlands (County)
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to m
Job Source: Premier Jobs UKINTEGRO PARTNERS LTD
Birmingham
Are you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office complian
Job Source: INTEGRO PARTNERS LTDIntegro Partners
WS11 7LT
Are you a talented and ambitious Financial Advisor looking to take your career to the next level? Join us and take the reins of a well-established client book comprising (Apply online only) clients. With a negotiable salary of £45,000, this permanent role offers a comprehensive bonus and benefits package. Embrace a hybrid working model with 2 days
Job Source: Integro PartnersPremier Jobs UK Limited
Wolverhampton
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to ma
Job Source: Premier Jobs UK LimitedPremier Jobs UK Limited
Stafford
This remote based Financial Advisor job in North Birmingham / Stafford provides an attractive basic salary of up to £80,000 and an existing client bank to takeover. You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. Yo
Job Source: Premier Jobs UK LimitedINTEGRO PARTNERS LTD
Cannock
Are you a talented and ambitious Financial Advisor looking to take your career to the next level? Join us and take the reins of a well-established client book comprising 100-150 clients. With a negotiable salary of £45,000, this permanent role offers a comprehensive bonus and benefits package. Embrace a hybrid working model with 2 days in the offi
Job Source: INTEGRO PARTNERS LTDWalsall
This remote based Financial Advisor job in North Birmingham / Stafford provides an attractive basic salary of up to £80,000 and an existing client bank to takeover.
You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.
Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.
You will have ability to work from home and meet clients face-to-face where appropriate. There is little requirement for you to be in their North West office, however they are happy for you to attend the office regularly if you prefer.
Financial Advisor Requirements
You must be an experienced Financial Advisor
You must have experience of regularly working with clients with holdings in excess of £250,000
You must have experience of taking over and retaining acquired clients
Individuals with experience of cash flow modelling would be advantageous
You must have a customer focused approach to your work
The Company
This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectively together.
Financial Advisor Benefits
Salary of up to £80,000 with OTE of £100,000
Ability to work from home, with face-to-face client meetings where required
25 days holiday + 8 days bank holiday + birthday off
5% company pension contribution
Flexible medical package
Regular company social / team building events
Company laptop, mobile and iPad provided
Locations
North Birmingham / Stafford
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Email Alert for Financial Advisor jobs in Walsall
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