Hiring Now: Financial Advisor Near You – Apply Today!
Your Next Financial Advisor Job Starts Here – Apply Now!
Financial Advisor
Job Posted: 2 hours ago
Salary: £ 65,000 - 70,000 / Annum
Job Type: Permanent
Location: CV5
Expire in: a month
Job Description
This Financial Advisor job in Meriden is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales
The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.
You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals. The business would like you to bring some clients or have methods to generate clients such as professional connections.
In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.
Financial Advisor Requirements
You must have 3+ years’ experience of providing financial advice on complex financial planning cases
Ideally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this
You should be a proactive Financial Advisor, capable of creating business opportunities
Ideally you will have experience of working in a small/medium size company
The Company
This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community
Culture
This firm believe in a client focused culture, which is supported by their remuneration structure. They do not believe in sales targets or sales bonuses as they would rather you be empowered to do what is right by the client. In addition, they encourage team collaboration and would welcome your input and ideas
Financial Advisor Benefits
Salary of £65,000 - £70,000+ plus 8% employer pension contribution, DIS, individual PHI at 50% of salary
Plus, discretionary bonus based on behaviours
25 days holiday + bank holidays (option to purchase an additional 10 days holiday through salary sacrifice)
Support with training and pay for industry qualifications (this includes support with study text and study days)
Twice a week in the office with flexibility and autonomy to work from either home or office rest of the week
Location
Meriden
Call us now on (phone number removed) or click Apply
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any informationBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Advisor job near me in CV5! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).