Give us a call on 0117 379 0818

Private Client Financial Adviser, Hull, (CR-640)

£35000 - £40000 OTE 50K+ plus benefits

£35,000 - £40,000 plus benefits - OTE £50k-£65k

Our Client is a national Wealth Management firm who provide a range of financial services advice to both private and corporate clients.

 

The Role

The role comes with a competitive salary and benefits package, furthermore you will be supported by a well-known brand and benefit from a technically adept back office team. This is an exciting opportunity that comes with a good-sized client bank and substantial recurring income. The business is looking for a professional adviser with experience in providing high levels of pension and investment advice that can maintain and grow the client bank.

 

As a Private Client Adviser, you are required to:

  • Have the technical ability and be able to demonstrate the professional approach needed to advise private clients on the full spectrum of products and services available.
  • Demonstrate the ability to generate opportunities with your existing clients and develop new clients and referral business through a network of Introducers (e.g. Accountants and Solicitors).
  • Be sufficiently confident to work both independently and within the framework and support of the team.

 

Your Skills and Qualifications

  • Competent Adviser Status
  • Minimum Diploma level 4 qualification
  • A successful track record of advising clients and generating referrals.
  • Existing contacts and clients in this marketplace
  • Previous supervision or management experience would be an advantage

 

Benefits

  • Minimum of 23 days' holiday and the opportunity to increase with service years
  • Mileage allowance
  • Company pension and life cover
  • 4 X DIS
  • Private Medical Care
  • Full client support, research and paraplanning service is provided
Location: 
Hull
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-640