Financial Advisor

Premier Jobs UK Limited; Wolverhampton; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading Financial Planning firm in Wolverhampton is seeking an experienced Financial Advisor to manage a client bank of high net worth individuals. The role involves providing comprehensive wealth management services, including investment, tax planning, and protection. Candidates should have over 5 years of experience and a track record of successfully onboarding clients with significant assets. Strong support from paraplanning and administration teams is provided.

Qualifications

• 5+ years’ experience as a Financial Advisor.
• Experience working with clients with holdings over £250,000.
• Experience of taking over and retaining acquired clients.

Responsibilities

• Provide high-quality wealth management for high net worth individuals.
• Grow assets under management through referrals and business opportunities.
• Utilize paraplanning and client care support for effective service.

Skills

Customer focused approach

Cashflow modelling

Client management

Job description

This employed Financial Advisor job in Wolverhampton is available to takeover an acquired client bank

You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.

Their sizeable paraplanning and client care team are on hand to provide timely reports and support you to be highly effective in your role.

Ideally you should be already offering cashflow modelling to clients and have experience of successfully onboarding recently acquired clients.

Financial Advisor Requirements

• You should have 5+ years’ experience as a Financial Advisor
• You must have experience of regularly working with clients with holdings in excess of £250,000
• You must have experience of taking over and retaining acquired clients
• Individuals with experience of cash flow modelling would be advantageous
• You must have a customer focused approach to your work

The Company

This highly rated Financial Planning firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working c...