Independent Wealth Advisor: Inherit Established Clients (Hybrid)

Premier Jobs UK Ltd; North East; Hybrid; GBP 40.000 - 45.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Paraplanning support

Administration support

International planning capabilities

Zusammenfassung

Premier Jobs UK Ltd in Durham is seeking an Employed Financial Advisor to join a growing independent wealth management firm. You’ll inherit an established client bank and have the support of paraplanning, administration and marketing professionals to focus on holistic financial planning and client outcomes.

Starting salary between 40,000 and 45,000 with a revenue-based bonus, and a hybrid working arrangement that blends office presence with home working.

Qualifikationen

• Level 4 Diploma in Regulated Financial Planning, DipPFS, DipFA or equivalent
• Have some experience providing financial advice to clients
• Desire to grow your career as a Financial Adviser

Aufgaben

• Providing holistic financial planning advice to an existing client portfolio
• Conducting ongoing reviews across pensions, investments and retirement planning
• Identifying opportunities to strengthen and expand existing client relationships
• Building your portfolio through referrals and organic growth
• Working collaboratively with in house paraplanning and administration support
• Supporting clients with more complex planning needs, including international and cross border considerations where appropriate

Kenntnisse

Financial advice

Client relationships

Holistic planning

Portfolio growth

Ausbildung

Level 4 Diploma in Regulated Financial Planning, DipPFS, DipFA or equivalent

Jobbeschreibung

Premier Jobs UK Ltd in Durham is seeking an Employed Financial Advisor to join a growing independent wealth management firm. You’ll inherit an established client bank and have the support of paraplanning, administration and marketing professionals to focus on holistic financial planning and client outcomes.

Starting salary between 40,000 and 45,000 with a revenue-based bonus, and a hybrid working arrangement that blends office presence with home working.