Employed Financial Adviser

Lime People Search & Select Ltd; Morley; On-site; GBP 37,000 - 43,000; Full time

Job summary

A leading Independent Financial Advisory firm in Morley is seeking a qualified Financial Adviser to manage and take over client relationships from the principal adviser. The ideal candidate will have strong knowledge in Pensions and Investments, with 2-5 years of experience. Benefits include a starting salary of approximately £40,000, bonuses, and eligibility for profit sharing under an Employee Ownership Trust.

Benefits

Pension after 3 months

Disability Insurance after 6 months

Private Medical Insurance after 6 months

20% New Business Bonus

Monthly travel expenses

Qualifications

• 2-5 years of experience in Independent Financial Advice.
• Proven track record in managing financial client relationships.

Responsibilities

• Gradually take over clients from the principal fee earner.
• Advise clients on Investments, Pensions, Retirement Planning.

Skills

Strong knowledge in Pensions

Strong knowledge in Investments

Excellent communication skills

Education

Full Certificate in Financial Planning / Diploma Qualified FPC, CII Diploma

Job description

Overview

My client is an Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.

Context

My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.

Role

We now have a need to employ a Financial Adviser who will gradually take over around (Apply online only) clients from the principal fee earner of the business over the next year. The majority of the clients are coming from the Group Pension Schemes the company Advises you would need to have strong Pensions and Investments knowledge including income drawdown strategies.

Requirements / Qualifications

We would be seeking a qualified (Full Certificate in Financial Planning / Diploma Qualified FPC, CII Diploma etc) Financial Adviser with around 2-5 years experience working in an Independent Financial Advice role.

Salary and Benefits

The starting salary for the role will be c 40k, with Pension (after 3 months), 4 x DIS (after 6 months), PMI (after 6 months), 20% New Business Bonus (with no threshold) & 45 / month travel expenses. You must have excellent communication skills both written and verbally.

Opportunity

The successful applicant will be a beneficiary of the Trust and have the opportunity to benefit from potential profit share and also any event on the future sale of the business.