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Financial Adviser - Penrith, United Kingdom - Emerald Associates

Emerald Associates

Verified Company

Penrith, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Qualified Advisors Advert
Are you a qualified CF30 advice professional looking to progress your career?

Job Title:
Financial Adviser

Location:
North East & Cumbria

Earnings:
Employed opportunity with a competative salary or Self Employed opportunity with uncapped earnings.

Emerald Associates is regarded as one of the fastest-growing companies in the North East & Cumbria.

We have further expansion plans and are looking for proactive
Financial Advisers to join us to provide holistic financial planning advice.

We are seeking highly motivated, ambitious, self-starters to join us in building quality, long-term relationships with clients.

How Emerald Associates will support you:
Several offices are available for Advisers to use as a hub, and multiple meeting rooms available for client meetings

Redistribute practice clients as and when appropriate

A Marketing Team to work with you on client events, marketing strategies, targets, and social media

Experienced Paraplanners who process investment and retirement planning business and handle all report writing

Practice Support Staff to make appointments, book review meetings, handle client correspondence, and process paperwork, allowing advisors more face-to-face time with clients

1:1 development meetings to help you achieve your professional goals

Practice initiatives to encourage new clients which will develop your client base

A vibrant team of advisors with bespoke specialisms and vast experience supporting each other as professional colleagues

Job Types:
Full-time, Part-time, Permanent

Part-time hours: 37.5 per week

Salary:
From £30,000.00 per year

Benefits: