Financial Advisor

Premier Jobs UK Ltd; Durham; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Dedicated paraplanning and admin

Access to international planning

Job summary

Premier Jobs UK Ltd in Durham is seeking an Employed Financial Advisor early in their advisory career. You will inherit an existing client bank and receive strong support to grow the portfolio through referrals and cross-border opportunities.

You will work with a collaborative team including paraplanning, administration and marketing to focus on high-quality financial planning and client outcomes. Hybrid working with office and home flexibility is offered.

Qualifications

• Must have Level 4 Diploma in Regulated Financial Planning or equivalent.
• Some experience providing financial advice to clients.
• Desire to grow your career as a Financial Adviser.

Responsibilities

• Providing holistic financial planning advice to an existing client portfolio.
• Conducting ongoing reviews across pensions, investments and retirement planning.
• Identify opportunities to strengthen and expand existing client relationships and grow portfolio via referrals and organic growth.
• Work collaboratively with in-house paraplanning and administration support.
• Assist clients with complex planning needs, including international and cross-border considerations where appropriate.

Skills

Holistic planning

Pensions & investments

Client reviews

Cross-border planning

Education

DipPFS/DipFA equivalent

Job description

This Employed Financial Advisor job in Durham offers an excellent opportunity for an individual early in their advisory career who wants the rare combination of inheriting an existing client bank whilst having the support, resources and capacity to grow the portfolio.

You may currently be working within a larger financial planning firm but become disenfranchised or feel restricted, but have desire to develop as a Financial Advisor. This position provides a genuine platform to do exactly that.

From day one, you'll take responsibility for an established portfolio of pension and investment clients, allowing you to focus on delivering quality financial planning rather than having to build a client bank entirely from scratch. You'll be supported by an experienced team including paraplanning, administration and marketing professionals, enabling you to spend more time with clients and less time on paperwork.

Financial Advisor Responsibilities

• Providing holistic financial planning advice to an existing client portfolio
• Conducting ongoing reviews across pensions, investments and retirement planning
• Identifying opportunities to strengthen and expand existing client relationshipsBuilding your portfolio through referrals and organic growth
• Working collaboratively with in house paraplanning and administration support
• Supporting clients with more complex planning needs, including international and cross border considerations where appropriate

Financial Advisor Requirements

• Level 4 Diploma in Regulated Financial Planning, DipPFS, DipFA or equivalent
• Have some experience providing financial advice to clients
• Desire to grow your career as a Financial Adviser

The Company

This privately owned independent wealth management firm provides holistic financial planning to individuals and families across the UK and internationally. The business is built around long term client relationships, independent advice and helping clients make meaningful progress towards their financial goals.

With a collaborative culture, strong technical support and direct access to senior leadership, the firm offers Financial Advisors an environment where they can continue developing professionally whilst delivering high quality client outcomes.

Financial Advisor Benefits

• Starting salary of £40,000 to £45,000
• Revenue based bonus structure
• Existing client portfolio with approximately £10m to £20m assets under management
• Hybrid working arrangement with office and home working flexibility
• Dedicated paraplanning, administration and business support
• Access to international and cross border planning capabilities

Location

Based in Durham with a hybrid working arrangement. Candidates should be able to attend the office regularly and maintain strong relationships with clients across the region.