Financial Adviser
Eventus Recruitment are seeking a Financial Adviser to join a growing advice team, whole of market financial planning firm in Altrincham, Cheshire. This is a full-time, permanent job paying a basic salary of £45,000 with an on target £75,000, and commission is paid on initial business from day one. Alongside the earnings sit an additional bonus of £3,600 a year once past six months, 25 days holiday plus bank holidays plus your birthday off, private medical cover and study support to Chartered. The team is recruiting because more business is coming through than the team in post can handle, so the Financial Adviser joining in Altrincham, Cheshire walks into a diary that is already full. Role Responsibilities This is advice without prospecting. Appointments arrive pre-booked through an established referral arrangement, starting with a fifteen minute introduction that converts into a first meeting and then a recommendation meeting. The work is pensions, pension transfers and salary sacrifice, mostly over Teams, and the Financial Adviser is supported by a central research team that carries out the research and drafts the suitability letter for you to personalise. Ongoing reviews are handled by a separate team, so the diary stays on new advice rather than filling up with servicing. Key responsibilities include: Advising new clients on pensions, pension transfers and salary sacrifice Running first meetings and recommendation meetings from a pre-booked diary, largely over Teams ..... full job details .....
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