Financial Advisor

JR United Kingdom; Newport; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A local financial planning firm is seeking an experienced Financial Advisor to take over an established client bank in Newport, Shropshire. You will manage around 200 clients, focusing on retention and new business generation, supported by a dedicated team of Administrators and Paraplanners. The role offers a salary of £50,000 - £70,000 plus bonuses, hybrid working options, and a supportive environment.

Benefits

25 days holiday plus bank holidays

Pension plan

Hybrid working arrangement

Qualifications

• Must hold Full Level 4 Diploma in Financial Planning or equivalent.
• Experience as a Financial Advisor is preferred.
• Candidates from a Paraplanner or Mortgage Advisor background may also apply.
• Experience working in small/medium teams is beneficial.

Responsibilities

• Takeover and manage an existing client bank of circa 200 clients.
• Generate new business from leads and referrals.
• Ensure a smooth transition for clients during handover.
• Collaborate with a team of Administrators and Paraplanners.

Skills

Client relationship management

Self-generation of business

Financial Planning

Education

Full Level 4 Diploma in Financial Planning or equivalent

Job description

Social network you want to login/join with:

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.

• 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.

• 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

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.