Financial Advisor

5 Days Old

This experienced Financial Advisor job is available within an independent financial planning firm based just outside of Coventry
You will be joining a team of 15 who thoroughly enjoy working together, with many of them being with the business for several years! When recruiting, they look for individuals who want to work together for the long term, building deep relationships together and with their clients.
Our client has existing clients available and would look to match clients to you to ensure a great fit for all parties. You should aim to develop great rapport with the existing clients whilst also being on the lookout for new business opportunities through referrals, introducers or networking.
The business provides holistic, independent financial planning across investments, pensions, protection, IHT and retirement planning. They enjoy using cashflow modelling for the benefit of their clients.
In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning.
You will be fully supported with a team of in-house Paraplanners and Administrators.
Financial Advisor Requirements
* Ideally, you should be an experienced Financial Advisor (although our client would consider a Junior Financial Advisor looking for their next career position)
* You must hold full Level 4 Diploma in Regulated Financial Planning
* You should have excellent ...
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Location:
Millison's Wood
Salary:
£75,000 /annum plus bonus and benefits
Category:
Accounting & Finance

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