My client, an award winning wealth management firm based in Cornwall, are looking to recruit an experienced Independent Financial Advisor to help drive its business forward.
This company has been established over 10 years and has accumulated an impressive level of client assets under management. This firm is supported by one of the most well respected Accountancy firms in the region, bringing ample amounts of new business opportunities to the table.
You will be responsible for servicing an existing client bank and retaining these clients as well as growing AUM via introducers and referrals etc. You will effectively manage client relationships in order to generate new business opportunities. The role will involve conducting in-depth reviews of client’s financial circumstances and achieving their future aims. You will research the market and provide clients with information on products and services. Whilst by no means essential, it would be beneficial if you had some of your own clients to transfer.
You will be an experienced Financial Advisor who is self-driven and thrives working in a busy, fast-paced environment. You will be experienced in providing holistic financial planning and be keen to grow an existing client bank. It is essential that you are an ambitious individual and have excellent communication skills to enable you to provide a first-class service to clients.
You will be rewarded with a generous basic salary and fantastic bonus structure, with a lower than industry standard validation point, allowing for greater earnings potential. This position will be office based, though there will be the need to service existing clients away from the office, but this will be local. This is a great opportunity for an experienced Advisor to join a successful team, build on relationships and develop/ grow your portfolio.
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