Senior Financial Adviser - Urgent

We are seeking a registered financial advisers (Level 5) to join a growing business under new ownership. We have been providing Advice and Investment solutions and transactional services to our stable but growing client base for over 30 years.

We are active participants in the Bonds, Notes, Shares, Fixed Interest and Bullion markets. We also provide specialist advice relating to clients portfolios.

We are open to the right person working from home/remotely.

We are open to a variety of experience levels. This will be a Commission based role. 

This role will appeal to an experienced adviser with a client book wanting to work with a smaller team therefore having a greater influence on the business. 

Similiarly, we are also on the lookout for the next generation of advisers to come on board, learn and bring the energy within our environment.

For the right person there is the opportunity to become a shareholder in the future.

The key responsibilities will include:

• Client Communication.
• Keeping abreast of the markets.
• Onboarding of new clients (including AML checks)
• Provision of Advice
• Liaising with Brokerage houses
• Marketing of opportunities e.g. Bond offerings as they come up.
• Customer Service
• Customer Service, and
• Customer Service.

As you will have noticed, our customers are important to us.

If this sounds like you please get in touch.