Are you an experienced Financial Adviser, with a strong level of recurring income, looking to get away from the confines of large advisory firm?
This employed role comes with an attractive basic package, guaranteed bonuses in the first year and the option of a desirable exit strategy.
Due to continued success in providing fee-based advice to HNW clients, this rapidly growing financial planning firm with a track record of growth and success is looking for an employed Adviser in the midlands and beyond.
You will be free to work remotely or from a midlands office and manage your diary accordingly.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
Duties for this role will include:
- Conducting in-depth reviews of a range of clients’ financial circumstances and future aims, at various locations and remotely
- Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.
This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.