Job Information

A Financial Advisers are looking for a Financial Adviser to manage and develop an existing bank of clients (Approx. £35M FUM) who are located in North London and up the A1 corridor.

The successful candidate will benefit from;

• Walking in to an existing client bank of approx. £35M FUM
• A starting basic salary of £50,000
• Bonus of 1:1 after validation (2x salary)
• Opportunities to further their career within the business

The successful candidate will be;

• Qualified to at least Level 4
• Have prior experience in a CF30 role within a Financial Advice practice
• Demonstrate a good level of ongoing and varied CPD

The successful candidate will be expected to:
Manage and develop the client bank provided

• Review and Rebalance existing investment holdings across multiple products
• Assess and manage pension cash flow suitability
• Analyse funds held and compare their performance to benchmarks
• Make recommendations to improve tax efficiency
• Recommend new products and investments to clients where required

If you would like to know more, please search ‘Cameron James Professional Recruitment` and call and ask for Richard.

Or apply now.