Financial Adviser

Posted 3 days ago by Goldstone Laine

Financial Advisor

We have been retained by a Chartered Financial Advisory Practice who pride themselves on Traditional Values, Modern Thinking and Transparent Advice to recruit successful IFA’s who are looking for greater support in terms of New Business Opportunities, Back Office Support and Modern Technology.

Financial Advisor - About the Role

You will be provided with all Lead Generation, Paraplanning and access to relationship managers who will manage, foster and develop your introducer network. The main lead provision comes from a Top 10 Law Firm specialising in Personal Injury, a Top 10 Insurance Brokerage that are expanding rapidly, one of the UK’s Largest Trade Union Associations and a National Paper.

Financial Advisor - Responsibilities

  • Responsible for maintaining effective client relationships.
  • To provide excellent client service and quality advice.
  • You will provide clients with bespoke solutions in line with their objectives and risk profile.
  • You will work exclusively on a fee basis
  • Deliver and exceed agreed levels of client service

Financial Advisor - Required Skills and Qualifications

  • Applicants applying for this vacancy must have a proven track record as an Independent Financial Advisor (IFA) or HNW Bancassurer.
  • Demonstrate a willingness to develop business as well as progressing leads generated.
  • You will also have the ability to implement a wide range of bespoke financial planning strategies for private clients, often working in conjunction with their other professional advisers.
  • Chartered or working towards Chartered is preferred with Diploma as a minimum standard and you must have your Statement of Professional Standing (SPS).
  • The ability to deal with complex and challenging Ultra High Net Worth clients is also a prerequisite.

Financial Adviser Package

As a self-employed adviser splits start at 60% with no fees and to assist in the transition you can be provided with a retainer or proportion of fee income on business submission.

Please apply for this role if you have experience in or as; Financial Adviser - Financial Advisor - Independent Financial Adviser - Independent Financial Advisor - Wealth Manager - Wealth Management - IFA - Financial Planning - Finance Advice - Holistic Financial Advice

Required skills

  • Financial Advisory
  • Holistic Financial Planning
  • Lead Generation
  • Paraplanning

Reference: 33172699

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