Up to £50,000 basic, realistic OTE first year £60,000, realistic second year £75,000 to £80,000 OTE. Good benefits. All clients provided.
This wealth management company is a leading IFA company, who are renowned for delivering client focused independent financial planning of the highest level. The company is growing and offers a dynamic and fast-paced environment for the right person with full company training and career development.
This is a fantastic Financial Adviser role with 300 clients who you will be introduced to with a warm handover.
In addition, you will get great support from more experienced people and also outsourced paraplanning, with reports coming to you within 3 days. With a low validation, your OTE in your first year is £60,000, and by your second year this grows to £80,000 OTE.
Financial Adviser Responsibilities:
*Engaging with a wide range of clients over a telephone / video-based service for annual reviews and face to face conversations
*Ensuring clients are on the right service level
*Attention to detail and accuracy, to work towards improving client experience
*Providing clients with holistic financial advice
*Designing bespoke financial plans for each client
*Understanding the clients’ goals and aspirations
As an Independent Financial Adviser, you will need:
*Minimum 2 years in an Independent Financial Adviser (IFA) role
*RQF level 4 Diploma in Financial Planning and / or working towards Chartered
*A sharp eye for detail and a passion for getting things right first time
*To be client-driven: You will advise each individual client to the highest possible standard and recommend bespoke financial advice solutions
*To be a self-starter who takes initiative and thrives in a dynamic setting
*Comfortable using CRMs, cash flow planning tools, FE analytics
*Good understanding of Pension, Trust and IHT planning
This is a great opportunity for a Financial Adviser to gain a great client bank, have support with their career and have fabulous current earnings and future earning potential. If you enjoy working with clients and building rapport, then this is the Financial Adviser role in which you will thrive!