Home Based Financial Advisor Sheffield - folio Advice

folio Advice

Verified Company

Sheffield, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Sheffield based firm of Financial Planners who have the expertise to offer a f investments and pension solutions for clients.

From £30,000 + generous bonus structure which will reward success.
Require experienced Home based financial adviser to provide advice and support to the company's established clients.

Regular reviews will be expected, individual will need to identify opportunities to gain top-up business to an existing client bank fromretiring IFA's.

You will need to have reltionship building skills and used to providing financial planning advice to individuals with high wealth.

Key Requirements:

Experienced IFA.
Have a positive sales manner, motivated and driven.
You should be technically competent and have experience of providing a broad range of advice and be able to build good working relationships with the company's clients.
Admin Support and reports will be done by HQ you will have to review/meet/ zoom calls with the clients. You will manage your time and diary to book in reviews.

You will be managing around AUM £20m, Client Numbers 265.

Salary:
£40,000.00 per year

Benefits: