Financial Adviser Opportunities
Location: Central Birmingham & London | Ref: U01101702B
Overview: This is a fantastic role that will suit any experienced Financial Adviser, whether you come from an independent or even a banking background
Job Type: Self-Employed
Tag: Financial Adviser
Great earning potential - client servicing role - all leads provided - self-employed
This is a fantastic role that will suit any experienced Financial Adviser, whether you come from an independent or even a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.
The business supports numerous long-term contracts with national blue chip companies, unions and professional sports connections. There is need to increase the number of advisers to support the servicing of a large client bank which will offer the right candidate a great opportunity to maximise their earnings in a fully supported environment.
Our client is a national practice with a fantastic reputation in their market place, they prioritise providing a first class service to their clients, but recognize that a successful business needs advisers who feel equally valued. Balancing the scope of the offering with the working environment we believe this position is hard to beat.
- Primarily to develop the review proposition for investment clients, to increase the value of the on going trail and offer clients ongoing financial planning advice
- When required based on the needs of the firm to attend business premises advising employees on financial issues associated with the At Retirement market, as well as advice around redundancy of senior executives, investment and tax planning
- Work to the highest professional standards at all times
- A good understanding of HNW clients
- Experience with professional sports people would be an advantage
- Access to a large client bank plus, dependent on the volume of work, leads being professionally introduced from seminars and phone enquiries
- Attractive Remuneration Terms
- Full paraplanning and admin support
- Market focused training provided
- Business and personal development
- An infrastructure to fully support all Advisers delivering a first class service to clients and therefore enhancing your income
- National coverage
- Competent Adviser Status and hold SPS
- Ethical and willing to work as part of a team of likeminded individuals
- Track record of investment and retirement sales
- Good compliance record
If you are interested in this role or any others that we have available, please email firstname.lastname@example.org (please attach your CV) quoting our reference number.