Independent Financial Adviser - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus comprehensive achievable 4 separate bonuses with existing Clients

Established over 20 years ago, my client is a technically based, sustainable practice which aims to work with its clients for life covering the full spectrum of Financial Advice required working closely with other professionals such as Accountants and Solicitorsto ensure the best outcome for the client.

All staff are employed and as such clients can rest assured that they are going to receive the best advice.

I am currently looking to introduce to them an experienced Financial Advisor who is Diploma Qualified, hungryfor personal success and financial rewards and can provide Financial Planning support to mainly Private Clients across all aspects of Financial Planning including Inheritance Tax, Investments, Mortgages, Protection and Retirement.

Although the main Officeis based in Hertfordshire, you will be able to work mainly from home or a city-based office with a fortnightly trip to the Herts office, supported by a pool of Paraplanners and a dedicated Client Support Administrator.

Opportunity Highlights
**You will be provided with an existing established book of clients
**Clients have c on average c £400k investable value up to £10m
**Working with Senior Professionals, Business owners and self-employed individuals
**Business is extremely Client focussed
**The aim of this appointment is to achieve company targets and ensure each sale is compliant with the relevant standards, carrying out annual client audit meetings and identifying other opportunities including getting client referrals.
**Typical responsibilities will include updating fact find and other documents, identifying new business opportunities with always follow up plans ensuring compliance, following up leads efficiently, building relationships with other professional businesses,working closely with both the Client support team and the paraplanning team to ensure deadlines are met and debriefing the paraplanners when appropriate as well as ad hoc projects.
**Once established, the bonus will be worth c 40k pa
**You will be Diploma Qualified and will be encouraged to study for your chartered status if you choose to undertake further exams.

If you are looking for a firm where both Clients and staff are looked after equally, where you will receive support, mentoring and are well rewarded with a great work/life balance, please contact me, Camilla Howden at Financial Divisions.