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Financial Adviser

Salary Competitive
Type Permanent
Location Liverpool
Sector Investment & Middle Office
Job Reference UK2A/JXG/28290
Contact Jonathan Griffiths
Date posted 12-03-2018

Financial Adviser - Merseyside - Salary up to £60,000 OTE £120,000 +
The Company:

• A successful, profitable and growing business
• Chance for strong career progression, and success in the role may lead to partnership / share options
• Flexibility to potentially work from home on an ad-hoc basis
• Pension transfer specialist firm
• Employed or Self employed option available or can transition if preferred
• Full admin and paraplanning support from a firm with chartered status
The Role:
• Providing client-focussed independent financial planning and investment management advice
• Adhering to FCA rules as interpreted in the firm’s compliance procedures
• Build and execute a business development plan encapsulating your personal as well as firm-wide goals and KPI’s
• There is the option to work from home
• Previous experience within a Financial Adviser role is essential, working with High Net Worth UK private clients
• Ideally chartered status or minimum DIPFS having achieved CAS already
• A thorough working knowledge of FCA regulations and products and their application
• A proactive and positive attitude
• Strong communication skills and ability to build rapport and trust with clients
• Strong office location in North Liverpool with free office parking
• Clients provided
• Competitive bonus scheme
• Enrolment into company pension
• 30 days holiday including bank holidays
• Career development opportunities with exam support and study material costs covered
• Travel expenses paid

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Contact Jonathan about this job

Associate, Consultant