An exciting opportunity has arisen for a Financial Adviser, ideally with 2-8 years’ experience, to join a highly successful practice in the South East. With over 3,500 clients and in excess of £900m of client funds under management, you’ll be joining a very well-established practice with significant infrastructure to enable further growth.
As an adviser of one of the largest practices in the South East, you’ll be provided with direct access to;
Training and development
Access to a first-class marketing team
In-house paraplanning and administration service
Wealth Platform Client Portal, providing live valuations
Industry leading CRM system
A unique and market leading client review process, which eliminates adviser’s admin time and maximises the engagement between an adviser and a client
Remuneration & Benefits:
Group company pension scheme with matching of contributions of up to 10%
Private medical insurance scheme
Death in Service scheme
Up to 20 days a year holiday + bank holidays
Modern offices with onsite gym, garden, parking and breakout areas
Highly competitive salary of £40k basic, £50k basic after passing 6-month probation
Year 1 OTE 65K plus
Main Responsibilities and Accountabilities
Engaging with clients to determine their financial objectives, through in-depth fact finding to provide them with bespoke holistic financial plan.
Contacting clients regularly to discover changes in their financial status.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their planning.
Analysing financial data received from clients to develop strategies for meeting clients’ financial goals.
Preparing and/or interpreting financial document summaries, investment performance reports and income projections for clients.
Work closely with senior financial advisers to agree next steps with their clients.
Managing and updating client portfolios.
Working to pre-determined targets
Building and maintaining your client base
Experience and Education Requirements
2-8 years’ industry experience.
Level 4 qualification in financial management (CII preferable)
Experience managing funds under management (FUM) of £50+ million
Possess strong knowledge of the investment business and strong understanding of financial planning concepts
