Financial Advisor

Sahasraa Solutions; Exeter; Remote; GBP 50,000 - 75,000; Full time

Job summary

A leading company is seeking an experienced Financial Advisor to join their team in Exeter. The role offers a comprehensive support package, excellent remuneration including bonuses for performance, and opportunities for professional growth. You will manage existing clients and seek to develop new business relationships, all while working remotely with some client meetings in person.

Benefits

Car allowance

Mileage reimbursement

Bonus structure

25 days holiday plus bank holidays

Birthday off

1 paid day for charitable work

Discounted financial advice

Access to remote GP anytime

Qualifications

• 5+ years of experience as a Financial Advisor.
• Demonstrable track record in client growth.
• Ability to conduct in-depth financial reviews.

Responsibilities

• Advising clients on pensions, investments, and savings.
• Building long-term relationships and developing new business.
• Working with admin and paraplanning teams for support.

Skills

Interpersonal Skills

Client-Centric Approach

Professionalism

Education

Level 4 Diploma in Financial Planning

Tools

IT Skills

Job description

Our client is seeking an experienced Financial Advisor in Exeter to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering.

They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further.

They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients.

The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.

You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs.

Excellent remuneration package provided to reward your productivity.

This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.

Financial Advisor Requirements

• You should hold full Level 4 Diploma in financial planning or equivalent
• You should have 5+ years experience as a Financial Advisor (ideally with CAS status)
• You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities
• You should have a client centric approach and have dedication to doing the right thing for clients
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills
  
  

Financial Advisor Support

Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.

Financial Advisor Benefits

• Salary of £50,000 - £75,000 subject to experience and qualifications
• Potential to consider higher salary on case-by-case basis
• Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
• Home based role with travel to meet clients in person and use of their regional offices
• Self-employed option available, if you would prefer
  
  

Locations

Exeter

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