Accountancy - Senior Independent Financial Adviser
Founded over 80 years ago, the financial planning arm of a global professional services company is looking for a SENIOR INDEPENDENT FINANCIAL ADVISER to join its Reading and Oxford office.
This full service professional practice has a collegiate feel and focuses on delivering outstanding results to both business and individual clients. The reputation of the organisation is based on providing a highly personalised and sophisticated service to SME business owners, entrepreneurs and UHNW individuals with on average £500,000 - £6 million to invest.
The opportunity is unique in its level of potential as the office has over 24 introducers all Partners, Directors, and Senior Managers. NO CLIENTS ARE REQUIRED although beneficial in the early stages. Initially the remit of the position will be to build close relationships with key figures in the practice and to become an integral part the client service proposition for the Reading and Oxford location. Each adviser in the business receives one to one mentoring, full technical support and writes around £400,000 per annum. The highly competitive proposition means that you can maximise not only the referrals from within the business but also develop commercial opportunities in the wider business community.
The successful applicant will be DIPLOMA LEVEL 4 working toward CHARTERED FINANCIAL PLANNER status and have a professional and adaptable style that combines a personal impact with a consultative approach. Salary up to £90,000 + Pension + Bonus + PHI + PMI.