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Financial Adviser (Hybrid Role) - £60k Salary + Bonus & Benefits

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Job Description - Financial Adviser (Hybrid Role) - £60k Salary + Bonus & Benefits

Job Title: Financial Adviser
Location: Chesterfield, Derbyshire
Salary: £60,000 + Bonus & Benefits
Job Type: Full-Time, Employed

Job Overview:
We are seeking an experienced Financial Adviser to join a long-established and reputable business in Chesterfield. Offering a competitive salary of £60,000 per year, alongside attractive bonuses and benefits, this is a fantastic opportunity to take the next step in your financial advising career. You will have access to an established client bank, full paraplanning and admin support, and the resources to succeed.

Key Responsibilities:
  • Client Advising: Provide expert financial advice to individuals and businesses, offering solutions in areas such as retirement planning, tax optimization, and investment strategies.

  • Client Development: Build strong, long-term relationships with existing clients while proactively developing new business opportunities.

  • Financial Planning: Conduct comprehensive financial assessments, tailor strategies to meet client needs, and ensure the implementation of effective plans.

Key Requirements:
  • Qualified Financial Adviser: Level 4 Diploma in Financial Planning (or equivalent).

  • Experience: Proven track record of providing high-quality financial advice and managing client relationships.

  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build rapport and influence clients.

  • Proactive Attitude: Ability to work independently, meet deadlines, and drive client development.

  • Compliance Knowledge: Strong understanding of regulatory requirements within the financial services industry.

What We Offer:
  • Salary: Competitive base salary of £60,000, with a bonus structure tied to performance and new business development.

  • Bonuses: Opportunity to earn up to 50% of initial fees generated.

  • Support: Full paraplanning and admin support, so you can focus on advising clients and growing your book of business.

  • Established Client Bank: Access to a ready-made client base to service and develop.

  • Career Development: Continued professional development with access to further qualifications and training.

  • Flexible Work Environment: A hybrid role, providing flexibility in your working arrangements.

Why Join Us?

This is a unique opportunity to work with a well-established business that offers comprehensive financial advice while being fully backed by a company with a solid reputation and an existing client base.

Financial Advisor, Senior Financial Advisor, Financial Planner, Wealth Manager, Wealth Planner

Original job Financial Adviser (Hybrid Role) - £60k Salary + Bonus & Benefits posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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