Financial Advisor

Job Title : Financial Adviser

Location : The business is 100% remote working (Client bank is within Essex - Chelmsford and surrounding areas)

Salary : up to £60,000 per annum (depending on experience) plus bonus and benefits

About the business : I have pleasure in being able to recruit for a forward-thinking financial advisory firm focused on building long-term relationships with their clients. They pride themselves on their team-oriented approach and commitment to providing holistic financial advice. The business has grown significantly since 2017, and they continue to expand their services and client base.

What I am looking for : I am seeking a motivated and enthusiastic Financial Adviser with 2 years + solid advising experience. This is an excellent opportunity for someone looking to further their career in financial services. The successful candidate will be responsible for servicing approximately 80 face-to-face review clients to begin with then will have the opportunity to engage with clients to build relationships and generate new business with a view to increasing to 120 clients.

Key Responsibilities :

• Provide financial advice and support to clients.
• Build and maintain long-term relationships with clients.

Engage with clients through face-to-face meetings and virtual consultatio...