FINANCIAL ADVISER - BASINGSTOKE

The JobsBoard

Basingstoke

On-site

GBP 40,000 - 80,000

Full time

4 days ago
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Benefits offered by this job

Existing client portfolio
Supportive environment

Job summary

The JobsBoard is seeking an experienced Financial Adviser in the UK to join a growing financial planning business. You will service an existing client bank from day one while also building your own portfolio and developing your career in a supportive environment. Experience in St.

James's Place is not required; advisers from various financial planning backgrounds are welcome. Location options include Wolverhampton area or Basingstoke/Reading area.

Qualifications

  • Qualified and experienced in providing financial advice.
  • Confident building and maintaining strong client relationships.
  • Comfortable servicing an existing portfolio of clients.
  • Commercially minded and motivated to develop new business.
  • Ambitious and keen to grow their own client portfolio.

Responsibilities

  • Provide high-quality financial advice to clients.
  • Build and maintain long-term relationships with clients.
  • Service an existing client bank and develop new business opportunities.

Job description

FINANCIAL ADVISER - BASINGSTOKE

An exciting opportunity has arisen for an experienced Financial Adviser to join a successful and growing financial planning business.

This is an excellent opportunity for an Adviser looking to develop their career within a supportive environment, with an existing portfolio of clients provided to service from day one, while also having the opportunity to build and develop their own client portfolio.

Previous St. James's Place experience is not required. The business is open to Advisers from a range of financial planning backgrounds.

The Role

As a Financial Adviser, you will be responsible for providing high-quality financial advice and building strong, long-term relationships with clients.

You will be provided with an existing client bank to service, giving you an established starting point, while also being encouraged and supported to develop new business and grow your own portfolio of clients.

This opportunity would suit an Adviser who enjoys working with existing clients but is also commercially minded and motivated to build their own client relationships and generate new business.

Key Points:

  • Basic salary of £40,000 - £80,000, depending on experience.
  • An existing portfolio of clients provided.
  • Opportunity to develop and grow your own client portfolio.
  • Previous St. James's Place experience is not required.
  • Opportunity to join a growing financial planning business.
  • Suitable for an experienced Financial Adviser looking to develop their career and client base.
About You

We are looking for an experienced Financial Adviser who is:

  • Qualified and experienced in providing financial advice.
  • Confident building and maintaining strong client relationships.
  • Comfortable servicing an existing portfolio of clients.
  • Commercially minded and motivated to develop new business.
  • Ambitious and keen to grow their own client portfolio.
  • Professional, personable and committed to delivering excellent client service.

Location: Wolverhampton & surrounding areas, or Basingstoke/Reading area

Job Type: Full Time, Permanent

Salary: £40,000 - £80,000 basic, depending on experience

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