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Financial Advisor
Premier Jobs UK
Fareham
Hybrid
GBP 60,000
Full time
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Job summary
An established industry player is seeking a dedicated Financial Advisor to join their friendly and professional team. This role offers a unique opportunity to manage an existing client bank of approximately £40 million in funds under management, ensuring that clients receive top-notch service. You will also benefit from leads generated through various marketing initiatives, allowing you to engage with clients effectively. With comprehensive administrative and paraplanning support, you can focus on delivering exceptional financial advice. Enjoy hybrid working arrangements while maintaining a strong presence in the office for client meetings, making this an exciting opportunity for motivated professionals.
Benefits
Qualifications
- Erfahrene Financial Advisors mit Fokus auf exzellenten Kundenservice.
- Level 4 Diploma qualifiziert (DipFA oder DipPFS) erforderlich.
Responsibilities
- Betreuung eines bestehenden Kundenportfolios von circa £40m FuM.
- Sicherstellen, dass Kunden weiterhin hervorragenden Service erhalten.
Skills
Education
Job description
This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank of circa £40m of FuM.
The Directors of the business are looking to step back, therefore will be providing you with some of their clients to undertake the ongoing financial planning servicing. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries, or historic clients that you can re-engage with.
Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice.
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
- You should be an experienced Financial Advisor.
- You should be Level 4 Diploma qualified (DipFA or DipPFS).
- You should be motivated by providing clients with excellent ongoing service.
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first-class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.
- Salary of circa £60,000 plus bonuses.
- Plus car allowance and mileage reimbursement.
- Hybrid, flexible working with the need to be in the office 3 or 4 times a week to meet clients in-person.
Fareham.
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