Financial Advisor

TieTalent; Kenilworth; Remote; GBP 50,000 - 75,000; Full time

Job summary

A respected IFA firm is looking for a Financial Advisor to manage existing client relationships and develop business opportunities from marketing leads. This role offers comprehensive support and access to training for Chartered status. It's ideal for candidates at various experience levels, offering flexibility with home-based work and optional self-employment.

Benefits

Holiday pay

Phone and laptop provided

Bonus structure for excellent OTE

Home based role

Self-employed option available

Qualifications

• You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
• Demonstrable track record in converting business opportunities.
• Preferred candidates close to Chartered status.

Responsibilities

• Understand clients' current and future goals, designing strategies to match.
• Convert business opportunities from marketing initiatives.
• Deliver advice through in-person, virtual meetings or in regional offices.

Skills

Business Development

Client Relationship Management

Financial Planning

Education

Level 4 Diploma in Financial Advice

Chartered status (preferred)

Job description

Are you an experienced Financial Advisor, seeking an employed job, based from home with quality leads and existing clients provided covering Leamington Spa / Solihull area?

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

Leamington Spa / Solihull

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