Take over an established client bank from day one and focus on delivering advice, not generating leads.

This is an excellent opportunity for a newly qualified Financial Advisor with CAS who is looking to build their advisory career within a supportive and well-established wealth management business.

Rather than spending years trying to build a client portfolio from scratch, you'll inherit an existing bank of clients with significant assets under management.

The role is predominantly desk based and office based, with client meetings typically conducted via telephone and video conferencing, making it an ideal environment to develop your advisory skills while benefiting from regular support and guidance.

You'll work alongside experienced advisers and support staff within a collaborative office, gaining exposure to a broad range of financial planning needs while building long-term client relationships.

About the firm

Our client is a highly respected wealth management business with a strong reputation for delivering tailored financial planning advice to private clients and families.

The firm has successfully grown while maintaining a supportive and close-knit culture where advisers are encouraged to develop their skills and build lasting client relationships.

With dedicated paraplanning and administrative support in place, advisers are able to focus on delivering advice and achieving positive client outcomes.

What you'll do

• Manage an existing client portfolio with significant assets under management
• Conduct client review meetings through telephone and video consultations
• Deliver holistic financial planning advice across pensions, investments and retirement planning
• Build and maintain long-term client relationships
• Identify opportunities to develop existing client relationships and assets under management
• Work closely with paraplanning and administration support to deliver an excellent client experience
• Maintain accurate and compliant client records
• Ensure all advice is delivered in line with FCA requirements and client objectives

What you'll need

• Competent Adviser Status (CAS)
• Ideally 6 to 12 months' experience as a Financial Advisor
• Level 4 Diploma qualified
• Good knowledge of pensions, investments and financial planning solutions
• Strong communication and relationship-building skills
• Ability to build trust and rapport with clients remotely
• Full UK driving licence preferred

Benefits

• Performance related bonus
• Existing client bank provided from day one
• Life cover of 4x basic salary
• Income protection cover
• Healthcare cash plan
• 24/7 GP access and wellbeing support services
• Employee assistance and mental wellbeing programme
• Discount platform and gym membership savings
• Option to join a private medical insurance scheme
• Additional annual leave for long service
• Paid charitable giving day
• Cycle to work scheme
• Dedicated paraplanning and administrative support
• Clear long term career progression

If you're interested, please click Apply now or reach out to Ross Altan at Reed.

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