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Financial Adviser - Elmbridge, Worcestershire, United Kingdom - Premier Jobs UK
Description
This employed Financial Adviser job in Weybridge provides the opportunity to takeover an existing client bank £10m+.As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship.
You should look to identify new fee income and business opportunities to grow the portfolio.In addition, the business is actively undertaking acquisitions and will be able to supplement you with some recently acquired clients.
You will receive full paraplanning and administration support from their back-office teamFinancial Adviser Requirements
You should have 3+ years' experience as a Financial Adviser
You should hold full Level 4 Diploma in Financial Planning or equivalent and ideally keen to work towards Chartered status
The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £750m of AuM.
Financial Adviser Benefits~ 300 pm car allowance, 25 days holiday plus bank holidays, access to private healthcare, company death in service and membership to the company pension scheme after 3 months
~ Connected to one of their regional offices, with flexibility to work from home and the office
~ Joining a team of likeminded Financial Advisers and support staff
~ No desire to micro-manage, with view that their Financial Advisers should be competent to manage their performance
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