Senior Financial Adviser - Back-Office Supported Growth

Amber Employment Services; England; On-site; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Full administration support

Dedicated paraplanning support

Lead generation assistance

Marketing support

Modern technology and tools

Ongoing training and development

Job summary

Amber Employment Services is seeking an experienced Financial Adviser to manage and grow an existing client bank, delivering holistic financial advice with back-office support. You will identify new opportunities within relationships and build your own client portfolio, while collaborating with a proactive support team.

The role offers comprehensive administration, paraplanning, lead generation, and marketing support to enable advisers to focus on client outcomes and business development in a

Qualifications

• Proven experience as a Financial Adviser
• Level 4 Diploma qualified (or equivalent)
• Strong relationship-building and client management skills
• A proactive approach to business development
• Ambition to grow within a progressive and supportive environment
• Bonus if you already work for a partner practice of SJP

Responsibilities

• Managing and developing relationships with an existing client bank
• Identifying new business opportunities within existing client relationships
• Building and growing your own portfolio of clients
• Delivering holistic financial advice tailored to client needs
• Working collaboratively with an experienced support team

Skills

Financial advisory expertise

Client relationship management

Business development

Holistic financial planning

Education

Level 4 Diploma qualified (or equivalent)

Tools

CRM systems

Financial planning software

Job description

Amber Employment Services is seeking an experienced Financial Adviser to manage and grow an existing client bank, delivering holistic financial advice with back-office support. You will identify new opportunities within relationships and build your own client portfolio, while collaborating with a proactive support team.

The role offers comprehensive administration, paraplanning, lead generation, and marketing support to enable advisers to focus on client outcomes and business development in a