Job Information

Salary to c75k (Negotiable DOE) + Potential of Shares, Bonus, Pension and Flexible Benefits - Existing Book of Clients to take over  

Our client is a Chartered Financial Planner who has been trading for over 40 years who are now looking for an Experienced Financial Advisor to take over and existing book of clients for this long-established business  

You should have a broad knowledge of full holistic planning. Investments, Pensions, assurance, and protection.

Salary in the region of up to c £75,000 basic (DOE) plus the potential of a Shareholding in the business in the future   

·         Employed Financial Advisor

·         Bonus Scheme

·         Potential of Shares in the Business

·         Existing client bank provided

·         Access to new leads and clients

·         Back-office support and Paraplanning

Requirements of the position

·         Build strong relationships to retain existing clients

·         Generate new business and build introducer relationships

·         Maintain and update knowledge of regulations, practices, and financial products

·         Able to build up a long-term client book

·         Able to build your recurring income

·         Manage your own diary 

·         Hybrid Working Available  

If you wish to apply for this position, please complete the link and a Consultant from Cameron James will be in contact with you