Financial Advisor

Job Title: Financial Adviser

Location: The business is 100% remote working (Client bank is within Essex - Chelmsford and surrounding areas)

Salary: up to £60,000 per annum (depending on experience) plus bonus and benefits

About the business: I have pleasure in being able to recruit for a forward-thinking financial advisory firm focused on building long-term relationships with their clients. They pride themselves on their team-oriented approach and commitment to providing holistic financial advice. The business has grown significantly since 2017, and they continue to expand their services and client base.

What I am looking for: I am seeking a motivated and enthusiastic Financial Adviser with 2 years + solid advising experience. This is an excellent opportunity for someone looking to further their career in financial services. The successful candidate will be responsible for servicing approximately 80 face-to-face review clients to begin with then will have the opportunity to engage with clients to build relationships and generate new business with a view to increasing to 120 clients.

Key Responsibilities:

• Provide financial advice and support to clients.
• Build and maintain long-term relationships with clients.
• Engage with clients through face-to-face meetings and virtual consultations.
• Support the growth of assets under management.
• Collaborate with the team to achieve business growth targets.

What's on Offer:

• Competitive salary of up to £60,000 per annum, depending on experience.
• Flexible working hours and holiday.
• Octopus EV car scheme
• Group Income Protection
• Private healthcare and cash plan offered through Benenden.
• Team building social outings.
• Team bonus for achieving business growth targets.
• Company pension.
• Comprehensive training and development opportunities.
• Support for higher-level qualifications and professional development.

Why apply to join this business?

• They focus on building long-term relationships with clients rather than an intense sales-driven environment.
• There are opportunities for career growth and development within the company.
• They have a supportive and collaborative team environment.
• There is flexibility to work remotely and manage your own schedule.
• Company pride themselves on commitment to a work-life balance and supporting your personal goals.