Senior Financial Advisor, Devon

Office based (1 day a week at home)

£50,000 - £70,000 salary

This role is for an experienced financial advisor who is looking to join an expanding business and take over an existing bank of clients. The firm is expanding through both organic growth as well taking on external client banks and as a result, they are looking for an experienced advisor to join them. You'll be providing holistic advice to a range of clients with a team around you to support you.

The Business

This firm is a financial advisory business based in Devon. They have a niche market of clients that they specialise in, but deal with clients from all walks of life from those looking to invest in their first ISA to multi million pound HNW clients. Their aim is to provide holistic, unbiased and suitable advice to all of their clients with the ultimate aim of making them feel confident and in control of their finances. They are a directly authorised business who have gone through a massive period of expansion in the last few years, taking on an increasing number of employees to support their organic and acquisition based growth. They offer a robust and involved training and settling in period to make sure all their employees feel welcome and equipped to do the best they can do.

The Role

Being a financial advisor with this business will see you providing holistic advice to the firms clients of all types and ages. You'll be supported by a back office team of administrators and paraplanners to make sure you're kept client facing and doing what you do best. You will take over an existing bank of clients by the business and will be consistently fed new business by the firm, meaning the primary goal of your role is to look after and advise, rather than spending lots of time hunting for business. You will advise your clients over zoom, at the office and in their homes.

Benefits

• A salary between £50,000 - £70,000
• A client bank to take over and all new leads provided
• Death in service 3x
• Group income protection scheme
• Enhanced employer pension contributions
• Health cash plan (money back for dentists, opticians, etc)
• Discount to many online brands
• 21 days holiday plus your birthday off
• Flexible working with a day week at home

Application

If you like the sound of this position, please click the apply button and we will be in touch to discuss further and answer any questions.

Synonyms

Financial planner, wealth advisor