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Employed Financial Adviser - Substantial Client Bank to Inherit - Financial Services - Truro

Posted 2 January by Aston Charles Ltd Ended

This is a very rare opportunity to join a long-established and highly respected independent financial advisory firm based in Truro.

With major links to a thriving accountancy practice, and a strong reputation in the local market,the firm has a very impressive amount of assets under management. As a result of its holistic approach to financial planning and its high level of customer care, it is clear to see why the business has such a strong client and employee retention rate.

In line with future succession planning, the company is seeking an experienced and credible Financial Adviser, with a view to them overseeing the wealth management team in a few years to come.

Upon joining the business, you will immediately inherit a substantial client bank comprising a wide range of clientele spanning pensions, investments and protection business. You will offer advice to existing clients, as well as proactively developing your portfolio. Whilst by no means essential, it would be advantageous if you had some of your own clients to transfer.

It is essential that you have previous experience as a Financial Adviser and that you possess strong relationship management and business development skills. As it is envisaged that you will be heading up the department in years to come, you must also be approachable, with natural leadership qualities.

You will enjoy working within a long-standing team of highly competent and friendly staff, who will provide you with full back-office and paraplanning support.

This is an office based role, where you will benefit from a modern, open plan building, as well as free parking!

You will be rewarded with a very generous basic salary (depending on experience), together with a lucrative bonus scheme and company benefits including matched pension contributions and 2 x Death in Service.

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Financial Services and General Insurance Recruitment

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Required skills

  • Financial Advice
  • Financial Services
  • Independent Financial Advice

Reference: 33885892

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