Independent Financial Adviser
Independent Financial AdviserStockton-on-Tees£40,000 - £50,000 + BonusAn established and highly regarded Financial Planning firm is seeking an Employed Financial Adviser to join their growing team.This role is focused on servicing and developing an existing client bank, providing high-quality, holistic financial advice rather than self-generating new business. It is an excellent opportunity for an adviser who enjoys relationship management and delivering ongoing client value.The RoleYou will be responsible for:Managing and servicing an established portfolio of clientsConducting annual and ongoing client reviewsProviding holistic advice across pensions, investments, protection and retirement planningIdentifying planning opportunities within the existing client baseEnsuring all advice is fully compliant and in line with FCA regulationsWorking collaboratively with paraplanners and administrators to deliver an efficient client experienceAbout YouThe ideal candidate will have:3-5 years'' experience as a Financial AdviserLevel 4 Diploma in Financial Planning (or equivalent)Strong technical knowledge across core financial planning productsA relationship-led approach with excellent communication skillsA compliant and ethical mindsetStrong organisational skills and attention to detailThe OpportunityEmployed role with competitive basic salaryPerformance-related bonus structureEstablished client bank providedFull paraplanning and administrative supportSupportive, professional ..... 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!