Financial Advisor

JR United Kingdom; Newbury; Remote; GBP 50,000 - 75,000; Full time

Job summary

A highly respected IFA firm in Newbury is seeking an experienced Financial Advisor for a home-based role with an existing client base. The position offers extensive support, training, and a competitive salary package, making it a great opportunity for both early and seasoned advisors looking to progress in their careers.

Benefits

Holiday pay

Phone and laptop provided

Bonus structure for excellent OTE

Full back office support

In-house training programmes

Qualifications

• You should be Level 4 Diploma qualified with CAS status.
• A proven track record in business conversion is necessary.
• Individuals close to Chartered status would be preferred.

Responsibilities

• Understand clients' goals and design strategies.
• Convert business opportunities from marketing initiatives.
• Deliver advice through various channels.

Skills

Business conversion

Client management

Networking

Education

Level 4 Diploma qualified Financial Advisor

CAS status for financial planning advice

Job description

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Are you an experienced Financial Advisor near Newbury, 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.

• 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.

• 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

Newbury

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