Financial Advisor

☞ Logic Resourcing

View: 106

Update day: 11-06-2024

Location: Newcastle-under-Lyme West Midlands

Category: Finance / Bank / Stock Sales

Industry: Marketing Advertising Staffing Recruiting Financial Services

Position: Associate

Job type: Full-time

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Job content

If you’re an experienced financial advisor, then you’ll be able to hit the ground running in this role, as not only will you get access to ongoing leads, but you’ll also be allocated a portfolio of 50 clients.
Due to business growth, an exciting opportunity has become available to join a small but established wealth management firm who are part of an award-winning national network of Financial Advisor’s, giving you access to lead generation support, back-office support (including paraplanning) and admin support.

What You’ll Get
  • You will be provided with PSS and outsourced paraplanners and receive paraplanning support, diary management and client servicing needs. Full back office administrative support is also provided.
  • Coaching and development to support you throughout the handover process of clients, which will be carried out personally through joint meetings.
  • Support with any future upskill of knowledge/industry qualifications.
  • Support with joining networking groups as well as developing professional connections with a view to creating new business lead sources.
Salary / Working Hours
  • Income underpin can be offered, during any initial period, whilst building advice fee pipeline.
  • OTE will be candidate dependent, however would not be lower than £50,000.
  • The role will be home based, with the individual expected to manage their own diary.
  • Meetings will be conducted, either at the clients place of work, home address, or the office of the company. (meetings will be conducted remotely via video link, in addition to face to face)
Desirable Experience
  • Level 4 Diploma Qualified Financial Advisor (however would consider less qualified as long as some relevant experience)
  • Experience within the areas of retirement planning (including pension transfers), Investments, IHT, protection both personal & corporate. (the wider the qualifications and product areas the better)
  • Have access to own client base, ideally with a network of 50+ clients
  • Desire to buy into/ buy out of Practice
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Deadline: 26-07-2024

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