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Accountancy Divisions
,
Farnborough, Hampshire
Financial Advisor
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Our client is a well established and highly regarded Wealth Management firm in Farnborough. Due to one of the main Partners looking to retire, they are currently looking for a Level 4 Diploma qualified Financial Advisor to work closely with the retiring Partner, to take over full responsibility for a highly lucrative client bank. You will initially work in partnership with the retiring Partner, attending client meetings to ensure the handover is seamless and that you have a full understanding of each clients individual needs. Then you will ultimately have sole responsibility for the maintenance and development of the client base, conduct annual reviews and networking through the clients to gain additional business and referrals and recommendation. This is an excellent opportunity for an experienced Advisor that has a wide range of product exposure and ideally looking to start or complete their Chartered exams. Full study support and on the job training will be provided, along with the backup and security of a well-established advisory firm that has an excellent name in the local market place and a mature network of professional introducers. To be eligible for this role, you must be at least Level 4 Diploma qualified and have a couple of years’ experience in providing practical advice to clients. Ref: FD/JW/20609 Financial Advisor to manage a client bank Farnborough £45k plus bonus and excellent benefits package