Financial Advisor

Sahasraa Solutions; Newport; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A local financial planning firm is seeking a Financial Advisor in Newport, Shropshire. You will manage an existing client bank and aim for high retention while also generating new business. Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong networking skills. The role offers a salary of £50,000 - £70,000 plus bonuses, 25 days holiday, and hybrid working arrangements.

Benefits

Salary of £50,000 - £70,000 plus bonuses

Hybrid working

25 days holiday plus bank holidays

Pension scheme

Friendly, supportive team

Qualifications

• Must hold full Level 4 Diploma in Financial Planning or equivalent.
• Experience as a Financial Advisor preferred but open to early-career individuals.
• Experience working in small/medium teams is beneficial.

Responsibilities

• Takeover circa 200 clients on ongoing service agreements.
• Ensure client retention and smooth transitions.
• Self-generate new business through networking and referrals.
• Work collaboratively with Administrators and Paraplanners.

Skills

Client management

New business generation

Networking

Team collaboration

Education

Full Level 4 Diploma in Financial Planning or equivalent

Job description

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm.

You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely to be a handover in place to assist you and the clients with having a smooth transition.

You should be able to write good levels of new business with leads / enquiries being passed to you from the company, plus the existing client bank has proven to generate new business through referrals.

Individuals who can actively self-generate would be rewarded, whether thats through networking, generating professional introducers or regularly obtaining referrals.

You will have the backing of an established team of Administrators and Paraplanners, many of whom have been part of the business for several years so know the processes, clients and providers very well. Weekly catch ups take place to ensure everyone knows what needs to be actioned.

You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients.

Financial Advisor Requirements

• You must hold full Level 4 Diploma in Financial Planning or equivalent
• You should be an experienced Financial Advisor
• Alternatively, our client would be open minded to an individual early in their financial advice career, who has been within the industry for some time (e.g. Paraplanner or Mortgage Advisor)
• Candidates with experience of working within small / medium teams would be beneficial
  
  

The Company

This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well.

Financial Advisor Benefits

• Salary of £50,000 - £70,000 plus bonuses
• Alternatively, would consider self-employed if desired
• Hybrid working with ideally 3 days in their office in Newport, Shropshire
• 25 days holiday plus bank holidays and pension
• Joining a friendly, supportive team
  
  

Location

Newport, Shropshire

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