Financial Adviser - clients and leads provided, Woking, Up to £70,000 + Bonus + Benefits
Hours: Monday to Friday, 9:00am - 5:00pm A Financial Planning Role Focused on Advice, Not Sales TargetsAn established and highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team in Guildford.The business has built its reputation on doing the right thing for clients, placing long-term relationships, integrity and quality advice at the heart of everything it does. Unlike many advisory firms, advisers are not driven by aggressive sales targets, but there is an expectation that the adviser has the necessary soft skills to convert leads and nurture new and existing client relationships.This is an outstanding opportunity for an adviser who enjoys providing holistic financial planning and wants the security of an existing client bank alongside a steady stream of quality new opportunities. The OpportunityFrom day one, you will inherit approximately 30 established clients representing around £10 million of assets under management. This provides an immediate platform to build meaningful relationships and generate ongoing revenue.Alongside the existing client portfolio, the firm consistently generates an average of 2-3 pre-vetted client introductions per week. These prospective clients have already engaged with the business and are seeking professional financial adviceSupported by a dedicated administration and paraplanning team, you will have the resources needed to provide an exceptional client experience and ..... full job details .....
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