Financial Adviser

Openwork; Leeds; Presencial; GBP 45 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paraplanning/Admin support

Ownership of client portfolio/shareOp

Bonus opportunities for employed staff

Self-employed arrangements available

Resumo da oferta

TUDOR Financial Consultants is seeking an experienced Financial Adviser to take over an established client bank from a retiring adviser. The role covers ongoing advice for clients with around £30 million in funds under management and efforts to grow pensions and investments for the business.

There are employed and self-employed arrangements available, with paraplanning and admin support to enable smooth servicing.

Qualificações

• Level 4 financial advice qualification and SPS required.
• Experience advising on pensions and investments.
• Ability to transition clients smoothly from their existing adviser.
• Clear communicator with a client-focused approach.
• Proactive, organised and capable of taking ownership of relationships.

Responsabilidades

• Take over and manage existing client relationships from retiring adviser.
• Provide ongoing advice and regular reviews for clients with circa £30 million FUM.
• Advise on pensions, investments, ISAs and retirement planning.
• Review client arrangements and identify opportunities to improve financial planning.
• Develop new business through Tudor Group relationships and introducers.
• Collaborate with mortgage and protection advisers to offer joined-up advice.

Conhecimentos

Pensions & investments

Client relationship management

Regulatory compliance

Structured financial planning

Formação académica

Level 4 financial advice qualification

Statement of Professional Standing (SPS)

Descrição da oferta de emprego

This is an employed or self employed opportunity

TUDOR Financial Consultants are looking to bring on an experienced Financial Adviser to take over a client bank from a retiring Adviser. The successful candidate will take over the ongoing advice and servicing of existing clients, with circa £30 million in funds under management . Alongside looking after these relationships, they will help develop and grow the pensions and investments side of the business.

What's in it for you?

• Up to £60k per annum + bonuses on employed basis
• Self-employed arrangements available - to be negotiated
• Paraplanning/Admin support
• Opportunity to have ownership of client portfolio/share opportunities within business

Your responsibilities will include

• Take over and manage the existing client relationships from our retiring adviser, ensuring a smooth handover and continuity of service.
• Provide ongoing advice and regular reviews for clients representing circa £30 million in funds under management.
  Advise on pensions, investments, ISAs and retirement planning.
• Review clients’ existing arrangements and identify opportunities to improve their financial planning.
• Develop new business through relationships within the wider Tudor Group and our professional introducers.
• Work closely with our mortgage and protection advisers to ensure clients receive joined-up advice.
• Maintain accurate client records and meet the firm’s compliance and advice standards.

What will you need to succeed?

• Holds a relevant Level 4 financial advice qualification and a current Statement of Professional Standing.
• Has experience advising on pensions and investments.
• Can build trust with established clients and confidently manage the transition from their existing adviser.
• Explains financial matters clearly and makes clients feel comfortable and confident.
• Is proactive, organised and takes ownership of client relationships.
• Works well within a close-knit team and shares our focus on personal service and doing the right thing for clients.

Why us?

TUDOR Financial Consultants are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice