Financial Adviser

Integro Partners; Loughborough; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading Wealth Management Firm in Leicestershire is seeking an experienced Financial Adviser to join their established team. This role offers the opportunity to inherit a significant client bank and receive robust support for your career progression. Competitive salary, achievable bonuses, and hybrid working arrangements available.

Benefits

Admin / Paraplanning support

Exam support up to Chartered

Hybrid working available after settling in

Qualifications

• Experience as a Financial Adviser within an IFA firm.
• Ability to demonstrate success in client handling.
• Knowledge of complex and niche financial products.

Responsibilities

• Inherit a £10-15m client bank.
• Work with an on-site support team for Paraplanning and admin.
• Build client relationships through new business meetings.

Skills

Client Management

Wealth Management

Product Knowledge

Job description

Financial Adviser
Circa £50-60K
Leicestershire
Hybrid / Remote working

Are you an experienced financial adviser looking to improve their earnings?

Frustrated with working low level clients?

Wanting to work with more complex and niche products?

If any of the above are true, then get in touch

A Leicestershire based Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team.

This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can demonstrate a wealth of knowledge as well as evidence of handling multiple clients.

Low validation and ongoing counting towards target means the bonus are very achievable, and encourages the IFAs to build their client bank further with new business meetings.

You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you.

Reasons to apply:
- £10-15m client bank to inherit
- Admin / Paraplanning support
- Circa £50-60K basic + low validation level for bonus
- Hybrid working available once settled in
- Exam support up to Chartered if required

If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.