FINANCIAL ADVISER - READING

The JobsBoard; Reading; On-site; GBP 40,000 - 80,000; Full time

Job summary

The JobsBoard is seeking an experienced Financial Adviser for a role based in Reading. You will provide high-quality financial advice and build strong long-term client relationships, supported by an existing client bank to service from day one. You will also have the chance to develop your own portfolio and grow the business.

Location: Reading and surrounding areas. Salary: £40,000–£80,000 basic, depending on experience.

Qualifications

• Qualified and experienced in providing financial advice.
• Confident building and maintaining strong client relationships.
• 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.
• Service an existing client bank from day one.
• Develop and grow your own portfolio of clients.

Skills

Financial advice

Client relationships

Business development

Commercial mindset

Education

Financial advisor qualifications

Job description

FINANCIAL ADVISER - READING

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