Monday - Friday
Are you an experienced Wealth Management professional, who has passed your Diploma and are looking for the next step in your career?
Struggling to get a foot in the door and feel you are stuck in back-office roles?
This could be the role for you! With an opportunity to join a financial planning practice, working as a Financial Adviser with clients to work from day one!
This exciting role is open to individuals with Financial Advising experience, and junior level individuals with either Senior level Paraplanning experience, or trainee Advising experience. You would join the existing team of Financial Advisers, working closely with other individuals and gaining on the job experience. This includes shadowing advisors on client meetings and assisting with their cases.
Unlike a lot of other firms, you will be provided with an existing client bank to work from, and leads to contact in an attempt to generate some of your own business - meaning you can start earning bonus and working towards CAS much quicker.
Main Responsibilities of their Financial Advisers
- Providing 1st class advice to clients on wealth management, covering pensions, investments, tax planning, savings and protection products.
- Meeting clients face to face to further develop the relationship.
- Working with paraplanning and administration teams to deliver timely reports and great customer service.
- Working the book of business provided, but also growing the asset bank by developing additional clients and referrals.
This position with be hybrid working, requiring some time in their Blackburn office to ensure the relationship between advisers and paraplanners / admins remains strong.
If you are interested and feel you have the necessary experience, please reach out to Sam at Heat.