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Financial Adviser

Truestar Talent Ltd
Job LocationLeicester
EducationNot Mentioned
Salary55,000 - 95,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

My client has become a driving force within the independent financial advisory and employee benefits sector.With Financial Planners and Corporate Consultants spanning the UK, they give their clients the power to take control of their financial future by delivering specialist advice on a local level, with the reassurance and support of a national operation.Due to increasing business levels my client is looking for financial advisers to cover the Birmingham, Coventry, Leicester and Derby areas.The main responsibilities of the Financial Adviser include: -

  • Providing a first-class advice to private client with assets in excess of £160k ,on wealth management covering pensions, investments, tax planning, savings and protection products
  • Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
  • The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible
  • Ability to learn and develop with the business as it grows
  • Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service.
The ideal candidate for the Financial Adviser position must have: -
  • Minimum Level 4 Diploma for Financial Advisers (DipFA), who is committed to becoming chartered, or is already chartered
  • Currently holds Competent Adviser Status (CAS), or has recently held
  • Statement of Professional Standing (SPS)
  • Experience as a Financial Planner dealing with High-Net-Worth Clients
  • Experience using Microsoft Word and Excel and Databases.
  • Cash Flow Modelling (preferable but not essential).
The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: -
  • Basic Salary £55,000 - £65,000 basic
  • Quarterly Performance bonus
  • Company Pension
  • This role is home-based: - (On average you will do 2-3 meetings per week, plus prospecting and good file notes)
  • Established client bank.
If you would like to find out more about this exciting opportunity. Please forward an up-to-date copy of your CV. I will follow this up with a conversation to find out about you in-depth to ensure we match you to the right opportunity.

Keyskills :
Business DevelopmentHolistic Financial PlanningInvestmentsHigh Net Worth IndividualsLevel 4 Diploma for Financial Advisers (DipFA®)

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