About the role
An excellent opportunity has arisen for a Fully Qualified Financial Adviser to join a well-established and highly respected financial services business in Horsham. The business has been established for over 35 years and has built a substantial client bank through continued organic growth. They are now looking for an experienced Adviser who can hit the ground running and provide a high level of service to existing clients, with servicing being the predominant requirement alongside the opportunity to write new business.
The opportunity
- Access to a large and established client bank, with over 300 existing clients currently earmarked for review and servicing
- New client leads provided by the business, with an average of two referrals per week
- Strong support from an experienced, friendly and efficient back-office team
- Opportunity to build a long-term career within an established financial planning practice, with a potential future opportunity to buy into the business
Key responsibilities
- Confidently advise clients across protection, investments and pensions
- Manage and develop existing client relationships, conducting client reviews and providing appropriate financial planning advice
- Identify opportunities, generate new business and convert leads into fee-earning clients
About you
- A Fully Qualified Financial Adviser, experienced within financial planning and wealth management
- Competent and confident advising on protection, investments and pensions
- Client-focused with excellent communication and relationship-building skills
- Commercially aware, with the ability to identify and develop new business opportunities
Contract and package
There is flexibility around the structure of the role, with both employed and self-employed options available, depending on experience and preference. Employed option: £40,000-£65,000 depending on experience, with the potential for a future opportunity to buy into the business.
