Independent Financial Advisor

Beaumont Wealth; Shrewsbury; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established independent financial adviser seeks a dynamic and experienced adviser to join their Shrewsbury office. This exciting role offers the chance to grow a client portfolio and develop new business opportunities in a supportive environment. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a desire to provide top-notch client experiences. With full paraplanning and admin support, you can focus on what you do best—helping clients achieve their financial goals. If you're ready to take your career to the next level, this opportunity is perfect for you.

Benefits

Private Medical

Full paraplanning and admin support

Qualifications

• Experience in a target-driven sales environment.
• Strong communication and closing skills are essential.

Responsibilities

• Grow a portfolio of clients from provided leads.
• Develop new external business opportunities.

Skills

Communication Skills

Sales Skills

Client Management

Financial Planning

Closing Skills

Education

Chartered Qualification

Level 4 Qualification

Job description

Beaumont Wealth is an Independent Financial Adviser established 25 years ago providing a wide range of advice to clients in Shropshire, Cheshire and North Wales. We are seeking an experienced adviser with a proven track record in new business to work in our Shrewsbury office.

Key Responsibilities

1. Growing a portfolio of clients from leads provided.
2. Seek and develop new external business opportunities.

Ideal Candidate Qualifications

1. An entrepreneurial mindset and prepared to invest in themselves.
2. Preferably Chartered or at least Level 4 qualified with additional advanced exams.
3. Experience working in a target-driven sales environment.
4. Well-spoken and confident dealing with a wide range of individuals including clients and other professionals.
5. Strong communication and closing skills.
6. Experience and excellence in all areas of financial planning covering investments, pensions, protection planning, and corporate financial planning.
7. A desire to provide an excellent client experience.

Work Details

Office Based, Full-time, Permanent

Salary: £60,000.00-£100,000.00 per year

Private Medical

Full paraplanning and admin support provided.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance and Sales