Financial Adviser

This Financial Advisor job in North Warwickshire is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales

The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.

Their clients typically have assets of £1m+ and/or business owners.

You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals.

In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.

Financial Advisor Requirements

• You must have experience of providing advice on complex financial planning cases
• Ideally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this
• You should be a proactive Financial Advisor, capable of creating business opportunities
• Ideally you will have experience of working in a small/medium size company

The Company

This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community

Culture

This firm believe in a client focused culture, which is supported by their remuneration structure. They do not believe in sales targets or sales bonuses as they would rather you be empowered to do what is right by the client. In addition, they encourage team collaboration and would welcome your input and ideas

Financial Advisor Benefits

• Salary of £60,000 - £90,000 plus 8% employer pension contribution, 50% income protection, 4x DIS and individual PMI
• Plus, discretionary bonus based on behaviours
• 25 days holiday + bank holidays (option to purchase an additional 10 days holiday through salary sacrifice)
• Support with training and pay for industry qualifications (this includes support with study text and study days)
• Once a week in the office with flexibility and autonomy to work from either home or office rest of the week

Location

North Warwickshire

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