Financial Adviser - Employed - Client Bank provided - Independent - City based

Posted 5 days ago by Goldstone Laine

This is an opportunity for a salaried adviser to join an excellent firm of Chartered IFA's in the City, to service and grow an existing client book. The adviser will be professional, articulate and highly educated. They will work alongside an impressive chartered adviser who will provide mentorship and a comprehensive handover.

This is a role for a Level 4 Diploma qualified (as a minimum) experienced Financial Adviser who can evidence a good track record of success as a regulated adviser.

The Role

Strong knowledge of all financial products including; both pension and investments and a clear grasp of protection products.

Servicing an existing loyal client base across a broad range of financial products in all financial sectors

Creating new business opportunities across a broad range of financial products in all financial sectors

Responsibilities include

Maintain regular client contact providing assistance when required and ensuring a strong client service

Excellent communication and entrepreneurial skills required, being able to communicate across a wide range of client profile

Strong focus on growth and intergenerational planning

Remuneration

£50,000 salary to review and service an existing client book of approximately 50 clients generating £150,000 pa
3x validation (validation already in place via existing client book and service fees)
33% bonus on all income above validation

This role is being dealt with by Mark Hazzard, Goldstone Laine Recruitment

Application question

Level 4 Diploma qualified experienced Financial Adviser?

Reference: 33938525

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