Financial Advisor

Contract:
Permanent
Category:
Full Time
Job Sector:
Accountancy
Region:
Unspecified
Location:
Swindon / Wiltshire
Salary description:
£30000 - £50000/ annum plus company benefits
Posted:
05/05/2020
Start Date:
ASAP
Recruiter:
Anonymous
Job Ref:
886774801

Are you an experienced Financial Advisor looking to service a HNW client bank, whilst being part of a well-established Wealth Management practice?

The Company

A highly professional Wealth Management practice is seeking an experienced Financial Advisor to join their successful business with an excellent team spirit. They typically advise clients within an hours' radius of their head office in Royal Wootton Bassett.

Financial Advisor client opportunities

You will be provided with an existing HNW client bank to undertake financial planning reviews of their investments and pensions; whilst also identifying new opportunities. The firm provide financial advice on all aspects of wealth management ranging from simple savings / investments to the more complex areas of pensions, inheritance tax and corporate planning. As part of your role as Financial Advisor, you should also look to obtain referrals and network to generate new enquiries.

Support to Financial Advisors

You will receive administration and paraplanning technical support from their team of 5. The company are partners of one of the UK's leading Wealth Management organisations which guarantee the financial advice that you provide to clients.

Requirements to be considered - Financial Advisor

* You should be an experienced DipFA qualified Financial Advisor with gravitas to build long-term relationships with HNW clients.

* You should have proven track record in meeting / exceeding your targets

* You should have a stable career

Benefits

* Salary of £30,000 to £50,000 plus mileage reimbursement, attractive bonus structure, 25 days holiday + Bank Holidays and auto-enrolment pension

* Working hours of 9am - 5pm with flexibility (TOIL) to work evenings and weekends to meet needs of clients

* Working from their office in Royal Wootton Bassett or out visiting clients

* Supportive team environment with opportunity to share positive ideas between fellow Financial Advisors

Locations

Within 30 mile radius of Royal Wootton Bassett

Call us now on (phone number removed) or click Apply

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Company Description

Closing Date:
02/06/2020

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