This employed Senior Financial Advisor job provides opportunity for you to join a growing business and be provided with an existing client bank.
You will be provided with clients from a retiring Financial Advisor and will work closely with them to conduct a suitable handover period as they head towards retirement. Alongside the clients provided, you should look to build the portfolio further through identifying new business and developing referrals.
You will receive full support from a local team of Paraplanners and Administrators.
Senior Financial Advisor Requirements
You Must be an experienced Financial AdvisorYou must hold full Level 4 Diploma in Financial Planning or equivalentYou must be comfortable working in their Braintree office The Company
This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach.
Senior Financial Advisor Benefits
Salary of circa GBP60,000 - GBP80,000 depending on experiencePlus bonuses, with OTE of GBP90,000 - GBP100,00025 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension Locations
Braintree
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