Financial Adviser - Reading, Oxfordshire, United Kingdom, RG1
Are you a current Financial Adviser looking for an opportunity to work within an elite small firm; with clients provided?
Our client company is a small financial advisory firm led by a respected individual with over 20 years within financial services including managerial and directorate level roles in two of the country's largest financial institutions. Their team are focused on working closely with their clients to do the right thing and uphold an excellent level of care, professionalism, knowledge and trust. Due to continued growth in their client bank, they are keen to recruit a Financial Adviser to join their team.
Clients and business opportunities
As a Financial Adviser, you will be focused on providing ongoing financial planning advice to clients (including HNW individuals) through building long term relationships. In this position, you will be provided with key individuals who are already existing clients with servicing agreements in place for you to take over. In addition, you will receive regular referrals from their introducer agreements with professional business connections. Another aspect of your role will be to generate and develop new business by identifying potential clients through referrals, networking and marketing channels.
You will receive some support from their back office team. As well as mentoring support from a highly esteemed Director / Financial Adviser.
Requirements to be considered
They are looking a current Financial Adviser holding minimum Level 4 Diploma in Financial Advice and have 2+ years' experience. In addition, you should be a professional individual focused on doing the right thing for the client.
- Employed or self-employed options to be discussed at interview
- OTE of £50,000+
- Flexibility to work remotely from home
- Working within an elite small business
- Support with maintaining CPD study through attending internal and external provided sessions
- Provided with autonomy to accomplish individual and organisational goals through exploring opportunities
Near Reading, Berkshire
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