Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further. This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo. As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million. The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth. This Financial Adviser job suits someone who enjoys client facing work, spotting opportunities and building long term relationships. Key elements of the Financial Adviser role include • Managing and developing an existing client bank • Delivering holistic financial planning advice • Identifying new business and referral opportunities • Building strong, long term client relationships • Becoming a key part of the firm’s future adviser population There is clear progression for the right Financial Adviser, including support towards Chartered status and the potential to become a long term stakeholder in the business. Financial Adviser Requirements * Level 4...
Financial Advisor • Montpellier, Gloucestershire, UK
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