Financial Advisor

This employed Financial Advisor job in Thornton-Cleveleys is ideal for Financial Advisors holding CAS status who want a quality lead source and are able to grow with the company.

Our client has excellent lead sources, which produce regular, high-quality leads with a high conversion rate. This should enable you to onboard 1-2 new clients each week whilst you build your portfolio of clients. Once you have developed a good size client bank, you will then be able to taper this back to 1 new client per week until you achieve maximum capacity.

The business works with professional introducers and sees great benefit in being present in their offices to strengthen relationships and work on active cases. Their partners have offices in Thornton-Cleveleys and Kendal, therefore you should be comfortable being present in both locations each week (happy with once a week in the location further afield from your location).

You will receive some back-office support to enable you to focus on advising. However, as the business is a small team, you should also be comfortable getting involved in undertaking some of your own research and report writing.

Our client has ambitions to become a Chartered firm; therefore, they are seeking individuals either currently Chartered or with ambitions to become Chartered. They will offer you support and development to achieve this.

Financial Advisor Requirements

• You must be a fully qualified Financial Advisor holding CAS status.
• You should be experienced in converting enquiries and building a client bank while maintaining excellent service to all.
• You should have a stable career history.
• You must be willing to be present in their Thornton-Cleveleys and Kendal office at least once per week.

The Company

This independent financial planning firm is run and led by an experienced Financial Advisor, with a relaxed, down-to-earth, and friendly approach. They want to build a team they genuinely enjoy working with, who are aligned on values and the vision for the business. The business has plans to expand their Advisor and Back Office support team as they are currently receiving more leads/enquiries than they can handle due to being so busy!

Financial Advisor Benefits

• Employed role with salary open to discussion (in the region of £40,000 - £60,000).
• Clear bonus structure that rewards growth in ongoing income and new business income.
• Mainly office-based role with potential for an element of home working.
• Administration support, with plans to strengthen their back office team.
• Benefits include: company pension, life insurance, private medical insurance.

Locations

• Thornton-Cleveleys
• Kendal

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