Financial Advisor

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

Job summary

A respected IFA firm in Guildford seeks an experienced Financial Advisor to join their team. You will service clients, utilize provided leads, and actively build your portfolio through various activities. Enjoy complete back office support, ongoing training, and competitive salary plus benefits while working from home.

Benefits

Holiday pay

Company phone and laptop

Bonus structure for optimal earnings

Home-based role

Qualifications

• Level 4 Diploma qualified with CAS status required.
• Track record in converting business opportunities.
• Experience close to Charter status preferred.

Responsibilities

• Understand and service existing client bank.
• Deliver advice through in-person, virtual, or office meetings.
• Build the client portfolio through networking and referrals.

Skills

Client Relationship Management

Financial Planning

Business Development

Education

Level 4 Diploma in Financial Advice

Chartered Status (preferred)

Job description

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Are you an experienced Financial Advisor in Guildford, seeking an employed job, based from home with quality leads and existing clients provided?

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.

The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your clients current and future goals and design easy to understand strategies matching their objectives.

Alongside servicing the clients provided, you should look to convert business opportunities provided to you from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media.

You will deliver advice to clients through a mixture of in-person at the clients home or business premises, virtually by Microsoft Teams or in one of the companys regional offices.

Financial Advisor Requirements

• You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
• Our client is happy to consider individuals relatively early in their advising career, through to highly experienced)
• You should have a proven, demonstrable track record in being able to convert business opportunities
• Individuals close to Chartered status would be preferred
  
  

Full and comprehensive back office support

Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.

Training and Development

Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.

Financial Advisor Benefits

• Salary of £50,000 - £75,000 subject to experience and qualifications
• Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE
• Home based role with travel to meet clients in person and use of their regional offices if preferred
• Self-employed option available, if you would prefer
  
  

Locations

Guildford

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Advice

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