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    Financial Adviser - United Kingdom - Heat Recruitment Ltd

    Heat Recruitment Ltd
    Heat Recruitment Ltd United Kingdom

    2 weeks ago

    Default job background
    Description
    Financial Adviser
    Newton Aycliffe
    Hybrid working
    GBP40,000 GBP60,000
    Monday Friday
    Are you an experienced Financial Adviser who feels a fresh start may be the right thing for you right now?

    Perhaps a new client bank to inherit and grow would give you a new lease of life?

    This could be the role for you With an opportunity to join an established financial services firm, working as a Financial Adviser with clients to work from day one

    This exciting opportunity is one for experience Financial Advisers, who are actively advising at present and have earned their CAS.

    This is needed to begin managing the client bank from the moment you join, which initially will be keeping things ticking over whilst you introduce yourself and develop an understanding of the clients.

    From there the organic growth of the book can improve your earnings and relationships even further.


    You would join the existing team of Financial Advisers, working for a larger organisation that offers full admin and paraplanning support.


    For this role, experience of Financially Advising with either Personal Injury / Court of Protection or heavily involved with solicitors is required.


    Financial Adviser responsibilities:
    Managing a book of 150+ clients, resulting in 350K+ annual revenue
    Arranging and attending telephone, video and face-to-face meetings
    Managing the client bank and creating opportunities to further develop into more return for the business and yourself
    Long term there will still be a need to work on new business
    Specialising in Personal Injury and Court of Protection
    Regularly working with solicitors


    This position will be hybrid working, requiring some time in their Newton Aycliffe office to ensure the relationship between advisers and paraplanners / admins remains strong.

    If you are interested and feel you have the necessary experience, please reach out to Sam at Heat.

    #J-18808-Ljbffr
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