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Financial Adviser - leads provided

Location: bromsgrove Salary: 50000 - 60000 GBP Per Annum, OTE
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 8 months ago Reference: 3081298
A Chartered Financial Planning firm are looking for a new Financial Adviser to join their team.

This is an exciting opportunity for someone to work closely with the Business Development Managers to add to an existing client bank c£4 million FUM with additional accountancy leads from a large accountancy firm with multiple practices.

The accountancy firm have an agreement with my client that means they will be providing £5million worth of referrals over the next 12 months so this really has a lot of potential!

-You would be looking after the HNW new business enquires and referrals and those clients would then become part of your client bank. These clients will be based in your region. 
-You will be providing high level financial advice on pensions, investments, protection, EIS, VCTs, IHT planning
-There is flexibility on whether you work from home or the office, this is flexible
-You will remunerated on a basis £50,000 with additional bonuses
-You will be fully supported by the paraplanning and administration team

If you are a level 4 diploma qualified Financial Adviser and would like a role where you can develop your own client bank through high quality referrals and take over an established client bank of 20 clients worth £4million FUM, then please apply or email Rebecca Stride on for further information.

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