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Financial Adviser (Remote Advice) - Brighton

BWD Search

Brighton

Remote

GBP 50,000 - 55,000

12 days ago

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Job summary

An exciting opportunity to join a national Chartered IFA practice in Brighton, known for its first-class reputation and significant growth. As a Financial Adviser in a remote advice service, you will manage a client base of mass-affluent clients, providing them with comprehensive financial planning advice. This role focuses on servicing existing clients while also nurturing new business opportunities. The position offers a competitive salary with substantial bonus potential and supports professional development towards Chartered status. Join a high-caliber team at a pivotal time in the firm's development and make a meaningful impact in clients' financial journeys.

Qualifications

  • Candidates should have experience in financial advising or be early in their career.
  • Strong focus on client servicing and business development.

Responsibilities

  • Provide holistic financial planning advice to mass-affluent clients.
  • Drive new business through identifying opportunities and referrals.

Skills

Holistic Financial Planning

Client Relationship Management

Business Development

Education

Relevant Financial Qualifications

Job description

Financial Adviser (Remote Advice) - Brighton

Posted 5 days ago

£50000 - £55000 per annum South East Permanent

An exciting opportunity to join a national Chartered IFA practice, with a first-class reputation, who are undergoing a period of significant growth. As one of the inaugural members of their remote advice service, you will take over a client base of mass-affluent clients, providing holistic financial planning advice.

Whilst the primary focus is on servicing the client base, you will also drive new business organically through identifying further opportunities and nurturing referrals.

Candidates will likely either be advisers early on in their career, or more experienced advisers looking for a servicing role.

This is a great opportunity to join a high calibre, established practice at an exciting time in its development. The position is employed, offering a competitive basic salary and substantial bonus earnings, with two types of annual bonus paid. Furthermore, the firm will support professional development, both in terms of progressing to Chartered status and moving into their face-to-face team, dealing with higher net worth clients in the future.

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