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About the job
An opportunity has arisen for an exceptional and experienced financial adviser to join a fantastic firm of Independent Financial Advisers and Wealth Managers in Royal Leamington Spa. The firm was established in 2004 and specialises in providing holistic pre and post retirement planning advice.
The role is an employed position and predominantly office based although some client meetings will require local travel.
Your duties will include the comprehensive annual review of existing active clients along with providing advice to clients new to the business.
Administrative support and paraplanning support is provided to ensure that you are able to concentrate your time in the areas where your skills are best used. Additionally, the firm uses a full suite of marketleading technology to help aid the very best outcomes for you and the client.
The firm has a passion for personal development of all its staff and to help you reach the pinnacle in your career whilst thriving in a professional and friendly environment. A basic salary is payable between £45,000 and £50,000 dependent upon your qualifications and experience along with an uncapped bonus scheme and pension scheme membership.
In order to be considered for this exciting role, you must be an experienced financial adviser who has achieved the Level 4 Diploma qualification as a minimum and working towards or have already achieved Chartered Status. Additionally, you will have achieved Competent Status as an adviser in your current position.
You should also have experience and knowledge of advising on all pension schemes and a thorough understanding of general financial planning principles.
The company is a privately owned and directly regulated by the Financial Conduct Authority.
In order to be considered for this role please submit your CV via Recruitment Genius.