Our client is a well respected Financial Advice firm with a directly authorised arm as well as a senior partnership with St James Place. They pride themselves on being able to provide a bespoke service to meet every client's individual financial needs and servicing those clients to an exceptional standard on an ongoing basis.
From an adviser perspective they have created an extremely positive working environment, with everyone sharing the same vision.
They provide extensive training around building a business and client acquisition through local professional connections and business owners. They also fully support their advisers working towards Chartered Status and beyond.
Full Administration and paraplanning support is also provided, ensuring that their advisers can concentrate on meeting clients and creating new opportunities to maximise their earnings
Due to expansion they are looking for an experienced adviser to cover the Leicester area. Ideally the successful candidate will have some existing clients, although full business development support will be provided as well as some clients and leads.
This position can be on either an employed basis, with basic salary dependent on qualifications and experience, or on a self-employed basis with 80% commission paid and no ongoing monthly fees.
- Fully Level 4 Diploma Qualified as minimum
- Must hold current CAS status and SPS
- Dynamic approach and willingness to build on professional connections
- Existing client bank desirable but not essential
If you are looking to move away from a corporate or bank assurance role but are wary of being self-employed this could be the ideal role for you.