Financial Advisor

Premier Jobs UK; Coseley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Wolverhampton is seeking an experienced Financial Advisor to manage a high-net-worth client bank. The role offers a competitive salary of approximately £60,000 with realistic Year 1 earnings of £80,000 and the potential for growth. This position includes a hybrid working model and supportive resources to enhance your effectiveness. The ideal candidate should have over five years of experience, particularly in cashflow modelling and client retention.

Benefits

Salary of approx. £60,000

25 days holiday + 8 bank holidays + birthday off

5% company pension contribution

Flexible medical package

Regular company social/team building events

Company laptop, mobile, and iPad provided

Qualifications

• 5+ years' experience as a Financial Advisor.
• Experience working with clients with holdings in excess of £250,000.
• Experience of taking over and retaining acquired clients.

Responsibilities

• Provide high-quality wealth management on pensions, investments, tax planning, savings, and protection.
• Grow assets under management through referrals and business opportunities.
• Work with a paraplanning and client care team to support client needs.

Skills

Customer focused approach

Cashflow modelling

Job description

Financial Advisor

This employed Financial Advisor job in Wolverhampton is available to takeover an acquired client bank.

You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.

Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.

Ideally you should be already offering cashflow modelling to clients and have experience of successfully onboarding recently acquired clients.

Financial Advisor Requirements

• You should have 5+ years' experience as a Financial Advisor
• You must have experience of regularly working with clients with holdings in excess of £250,000
• You must have experience of taking over and retaining acquired clients
• Individuals with experience of cash flow modelling would be advantageous
• You must have a customer focused approach to your work

The Company

This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectively together.

Financial Advisor Benefits

• Salary of approx. £60,000 with Year 1 realistic earnings of £80,000 with scope to grow this further
• Hybrid working with a mixture of working from their office, home and face-to-face client meetings
• 25 days holiday + 8 days bank holiday + birthday off
• 5% company pension contribution
• Flexible medical package
• Regular company social / team building events
• Company laptop, mobile and iPad provided

Locations

Wolverhampton

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.