Financial Adviser - Clients provided - Herefordshire

Recruit UK
Hereford, Herefordshire
06 Oct 2019
17 Oct 2019
Contract Type
Full Time
Job Title: Financial Adviser

Industry: Financial Advice

Location: Herefordshire

Earnings: Self Employed

Reference Number: 14199

Job Description:

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Herefordshire to join an Independent Financial Advice Firm

We are representing an excellent financial advisory firm who specialise in providing financial advice to a diversity of Private clients. The company have a substantial client base. They are growing and they are successfully increasing their gross annual revenue and are developing a secure and stable environment that is friendly and supportive.

Our client has a regional presence and they are currently seeking Level 4 Diploma qualified advisers with relationship building skills to join their firm to provide whole of market financial advice on Pensions, Protection and Investments.

This is a great proposition that is offering guaranteed access to clients/leads. They have lots of professional connections providing many introductions. It is not necessary to have an existing client bank, but if you do, our client can offer a smooth transition in transferring them and competitive terms.

All advisers at the firm receive full professional support through a dedicated and centralised Paraplanning and Administration team, releasing their adviser's time to focus on building a strong business.

Who would be suitable for this opportunity?

Level 4 Diploma qualified professionals:
  • Want to grow a business within a business with real potential for high earnings
  • Suitably motivated to build a client bank from leads/clients provided
  • Wanting to benefit from competitive fee splits including recurring income year on year
  • Provide regulated independent financial advice
  • Have drive and knowledge to be able to further their skills and qualifications as the market changes.
  • Strong relationship building skills who can effectively work home/office based and are prepared to travel across the region to meet with clients to generate and grow their business without being micromanaged.
  • Seeking a generous client lead supply
  • Want to join a firm that doesn't expect you to work to unrealistic targets with little or no back office support.

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