Senior Financial Adviser: Takeover & Growth (AUM £30m)

Openwork; Leeds; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Paraplanning/Admin support

Ownership of client portfolio/shareOp

Bonus opportunities for employed staff

Self-employed arrangements available

Job summary

TUDOR Financial Consultants is seeking an experienced Financial Adviser to take over an established client bank from a retiring adviser. The role covers ongoing advice for clients with around £30 million in funds under management and efforts to grow pensions and investments for the business.

There are employed and self-employed arrangements available, with paraplanning and admin support to enable smooth servicing.

Qualifications

• Level 4 financial advice qualification and SPS required.
• Experience advising on pensions and investments.
• Ability to transition clients smoothly from their existing adviser.
• Clear communicator with a client-focused approach.
• Proactive, organised and capable of taking ownership of relationships.

Responsibilities

• Take over and manage existing client relationships from retiring adviser.
• Provide ongoing advice and regular reviews for clients with circa £30 million FUM.
• Advise on pensions, investments, ISAs and retirement planning.
• Review client arrangements and identify opportunities to improve financial planning.
• Develop new business through Tudor Group relationships and introducers.
• Collaborate with mortgage and protection advisers to offer joined-up advice.

Skills

Pensions & investments

Client relationship management

Regulatory compliance

Structured financial planning

Education

Level 4 financial advice qualification

Statement of Professional Standing (SPS)

Job description

TUDOR Financial Consultants is seeking an experienced Financial Adviser to take over an established client bank from a retiring adviser. The role covers ongoing advice for clients with around £30 million in funds under management and efforts to grow pensions and investments for the business.

There are employed and self-employed arrangements available, with paraplanning and admin support to enable smooth servicing.