independent financial adviser

Reed Insurance
Sutton Coldfield
£40,000 per annum
31 Jul 2017
31 Aug 2017
Contract Type
Full Time
An organically grown, directly authorised IFA firm are looking for a new Financial Adviser to join their team. This vacancy is now available due to the rapidly growing number of client referrals. The business was established over 13 years ago and has an impressive HNW client portfolio with a minimum investment of value of £500,000.

-Your role would entail the developing and nurturing of an established client bank
-You will be developing new business from client referrals and regular external leads
-You will supported with all additional qualifications
-You will receive quarterly reviews for the first two years and three personal development reviews each year thereafter support you in your career development
-You will be on a salary that is tailored to you and DOE. This could be up to £55k.

This is a long-term career opportunity for a qualified and experienced Financial Adviser who enjoys the client contact side of things. While you need to be able to close potential client leads that are passed to you, you do not need to generate new business yourself or bring any clients of your own.

Client retention is the primary objective of this role and as we encourage the majority of clients to visit us, most of your time will be spent in the offices.

If you are truly motivated by providing an exceptional level of service to clients and building strong trusting relationships then this is the job for you.

This is a real opportunity to grow your career, within a friendly and supportive environment.

If you would like more information please contact Rebecca Stride on 0117 930 4820.

Reed Specialist Recruitment Limited is an employment agency and employment business