Employed Financial Advisor - Salary: £35k - £45k - West Yorks

Posted 11 November by Prestige Recruitment Group
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Employed Financial Advisor - Salary: £35,000 - £45,000 + Existing Client Bank. West Yorkshire

Do you want to work with a current active client bank with reoccurring income????

Well Prestige Recruitment Group are working with a National Wealth Management firm who are looking to recruit an Employed Financial Advisor for their West Yorkshire office .

You will take over an active client portfolio of clients which you will service and achieve good bonus.

The client portfolio has a healthy reoccurring income value and offers quality new business referrals as well.

Your role will be to:

  • Offer holistic financial advice to existing clients on Pensions, Investments, Savings & Protection
  • Client file reviews
  • Generate revenue and accumulate renewal revenue long term
  • Understand the clients needs and build long term relationships

You must be:

  • Level 4 Diploma Qualified in Financial Planning
  • Currently a Financial Advisor or previously experience within the role
  • The role will involve some travel so must have a full driving licence

In return you will be provided with full paraplanning and administration support and a valuable reoccurring income client portfolio.

For more information on this outstanding West Yorkshire based Financial Advisor job opportunity please call Philip Gordon at Prestige Recruitment on / or email

Prestige Recruitment Group who are specialist Financial Services recruiter.

We get so many applications that in some instances we are unable to offer individual feedback.

If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

Please visit our website www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup

PLEASE NOTE: Unfortunately due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.

Required skills

  • Financial Services
  • Financial Advisor

Reference: 39160501

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