Financial Advisor

www.topfinancialjobs.co.uk - Jobboard; Doncaster; Remote; GBP 50,000 - 75,000; Full time

Job summary

A growing IFA firm in Doncaster seeks a Financial Advisor to manage a client bank and provide excellent service. The role offers a competitive salary up to £75,000, uncapped bonuses, and comprehensive company benefits. This home-based position promotes an inclusive culture and professional growth.

Benefits

Uncapped bonuses

Company pension

Life assurance

Health cash plans

Excellent employee well being programmes

Qualifications

• 3+ years financial planning experience required.
• Must be a current Financial Advisor.
• Enthusiastic and forward-thinking attitude necessary.

Responsibilities

• Deliver quality client service and manage an inherited client bank.
• Identify and write new business opportunities.
• Utilize back office support for efficiency.

Skills

Client service delivery

Financial planning

Team collaboration

Education

Diploma in financial planning

Job description

This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.

The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.

This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity.

To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system.

The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, there may be need to be in their local office to facilitate a smooth handover.

Financial Advisor Requirements

• You should be a current Financial Advisor with experience of delivering quality client service
• You should have 3+ years financial planning experience
• You must be fully Diploma qualified in financial planning
• You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Financial Advisor Benefits

• Salary up to 75,000 depending on experience with an uncapped OTE
• Uncapped bonuses
• Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
• Excellent ongoing employee well being programmes
• Fully home based role with some face-to-face client meetings

Locations

Doncaster

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