Self-Employed Financial Adviser
Self-Employed Financial AdviserLeicester £50,000 -£55,000 Self-Employed Existing Client Bank Provided + Ongoing Earnings PotentialNJR Recruitment is delighted to be working with a well-established and highly regarded financial planning firm who are looking to recruit an experienced Self-Employed Financial Adviser to take over and develop an existing portfolio of clients.This is an outstanding opportunity for an ambitious Adviser who is looking for immediate recurring income, strong earning potential and the freedom to grow and develop an established client bank within a supportive environment.The successful candidate will inherit a portfolio of approximately 80 existing clients, with ongoing servicing needs and excellent opportunities for further growth through referrals and business development activity.The RoleTake over and manage an existing portfolio of established clients Provide holistic financial planning advice across pensions, investments and protection Conduct annual reviews and maintain strong ongoing relationships Identify opportunities to grow client assets and generate additional business Develop new client relationships through referrals and networking Work closely with paraplanning and administration support teams Deliver advice in line with FCA regulations and company standards Build and grow your own long-term client bank within the business About YouPrevious experience as a Financial Adviser within an IFA or Wealth Management environmentLevel 4 Diploma ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!