Employed Financial Advisor Wealth Management - Ernest Gordon Recruitment Limited : Job Details

Employed Financial Advisor (Wealth Management)

Coalville Area Leicestershire

£50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits

Are you Financial Advisor who wants the chance to be employed and take on established portfolio and grow within a business?

Do you want the rare opportunity to take over an extensive client portfolio, potential to grow and develop it as well within the region, with the potential to uncapped commission and company bonus?

On offer is the opportunity to join a fast growing wealth management business that is focused on growth through organic as well as acquisition growth, that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.

In this role you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients' needs. You will need to grow the existing portfolio of clients and bring in new business to grow your portfolio.

The ideal candidate is a Financial Advisor wanting to be employed, working with a existing portfolio of high-net-worth clients, provide in-depth tailored financial advice to their clients while working closely with the administration team to ensure a high-quality service to the clients.

THE ROLE:

• Providing Financial Advice to existing and new clients
• Ensure high quality service to portfolio of clients.
• Grow services offered to portfolio and grow the size of the portfolio.
• Meet all compliance standards.

THE PERSON:

• Diploma or chartered
• People with practical experience are welcome to apply.
• Financail advisory experience.
• Commutable distance to Birmingham East once per week

Key words: Independent Financial Advisor, financial advisory, High-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Coalville, Leicestershire, Nuneaton, Hinckley, Ashby-de-la-Zouch.

Reference Number: BBBH17640efa

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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