Financial Advisor

The Openwork Partnership; Witham; Remote; GBP 50,000 - 60,000; Full time

Job summary

A forward-thinking financial advisory firm is seeking a motivated Financial Advisor to join their remote team. You will service a client bank, provide financial advice, and engage with clients to foster long-term relationships, all while enjoying a flexible working environment.

Benefits

Flexible working hours and holiday

Octopus EV car scheme

Group Income Protection

Private healthcare and cash plan

Team building social outings

Team bonus for achieving targets

Company pension

Comprehensive training and development opportunities

Support for higher-level qualifications and professional development

Responsibilities

• Provide financial advice and support to clients.
• Build and maintain long-term relationships with clients.
• Engage with clients through face-to-face meetings and virtual consultations.

Job description

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Job Title: Financial Adviser

Location: The business is 100% remote working (Client bank is within Essex - Chelmsford and surrounding areas)

Salary: up to £60,000 per annum (depending on experience) plus bonus and benefits

Job Title: Financial Adviser

Location: The business is 100% remote working (Client bank is within Essex - Chelmsford and surrounding areas)

Salary: up to £60,000 per annum (depending on experience) plus bonus and benefits

About the business: I have pleasure in being able to recruit for a forward-thinking financial advisory firm focused on building long-term relationships with their clients. They pride themselves on their team-oriented approach and commitment to providing holistic financial advice. The business has grown significantly since 2017, and they continue to expand their services and client base.

What I am looking for: I am seeking a motivated and enthusiastic Financial Adviser with 2 years + solid advising experience. This is an excellent opportunity for someone looking to further their career in financial services. The successful candidate will be responsible for servicing approximately 80 face-to-face review clients to begin with then will have the opportunity to engage with clients to build relationships and generate new business with a view to increasing to 120 clients.

Key Responsibilities

• Provide financial advice and support to clients.
• Build and maintain long-term relationships with clients.
• Engage with clients through face-to-face meetings and virtual consultations.
• Support the growth of assets under management.
• Collaborate with the team to achieve business growth targets.
  
  

What’s On Offer

• Competitive salary of up to £60,000 per annum, depending on experience.
• Flexible working hours and holiday.
• Octopus EV car scheme
• Group Income Protection
• Private healthcare and cash plan offered through Benenden.
• Team building social outings.
• Team bonus for achieving business growth targets.
• Company pension.
• Comprehensive training and development opportunities.
• Support for higher-level qualifications and professional development.
  
  

Why apply to join this business?

• They focus on building long-term relationships with clients rather than an intense sales-driven environment.
• There are opportunities for career growth and development within the company.
• They have a supportive and collaborative team environment.
• There is flexibility to work remotely and manage your own schedule.
• Company pride themselves on commitment to a work-life balance and supporting your personal goals.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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