Independent Financial Adviser/Wealth Management Ad

Reference

POP/AR/058725

Sector

Banking, Finance & Insurance

Salary

£40,000 to £60,000 Per Annum

Town/City

Brighton

Contract Type

Permanent

Closing Date

06/07/2022

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Independent Financial Adviser/Wealth Management Adviser 

Location:  Brighton (Work from home with accessible to the office)

Salary: £40,000 - £60,000+ performance bonus + commission (DOE)

Fantastic Opportunity!

 

Fantastic opportunity to join an established but fast-growing, award-winning firm who are looking to hire an Independent Financial/Wealth Management Adviser.

 

Role responsibilities:

Prepare sound financial plans to ensure clients meet their financial goalsCustomise financial plans according to clients’ changing needsAbility to build strong relationships to retain clientsAbility to manage and maintain a client book.Ability to utilise ongoing lead support, Introducers, and gain referralsAdhering to and keeping up to date with financial regulations and trends.Managing client and prospect enquiries with professionalism and discretion.Continuing professional development and adhering to their strong brand and ethics.Must be driven and ambitious to earn over £100,000

 

Skills, experience, and qualifications:

Diploma-Qualified level 4 Financial Adviser with minimum 1 years’ experience in a CF30 UK Financial Advisor roleConduct fact find meetings with new and existing clientsPrepare sound financial plans to ensure clients meet their financial goalsAdvise clients on current financial issues and make recommendationsCustomise financial plans according to clients’ changing needsStrong experience with Pension, Investment and ProtectionStrong Communication, Skills both verbally and writtenA Customer Focus approach to your workloadAbility to achieve and maintain long term client relationships.

 

Benefits and culture:

Un-capped bonusEquity offeringCompany eventsCompany pensionLife insuranceLead generation providedPara Planning and Administration SupportReward structure for delivering great client outcomes.

 

 

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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