Financial Advisor

Accountancy Divisions Limited
£60,000 per annum
01 Sep 2017
02 Oct 2017
Contract Type
Full Time

Ref jw/44927

Financial Advisor

Birmingham area

£60k plus equity

My client is a very well established and highly regarded Wealth Management firm based near Birmingham. The current owner is looking to retire in the next 3 years and is actively looking for someone to take over his client bank and eventually run the firm, with a view to buying him out. This is a fantastic opportunity for someone with at least 3 years practical experience within the Financial Services sector, who has been in a client facing role, advising on Pensions, Investments and Protection. You must be at least level 4 Diploma qualified and ideally working towards your Chartered status. Full study support and on the job training will be provided to you to enable you to gain your Chartered exams over the next couple of years. My client will help with the transition of you building meaningful relationships with his existing clients. He will also support you at every stage to make ensure all clients are retained and you feel competent in not only managing the client bank, but also understanding the day to day practicalities of running your own business. If you have a true entrepreneurial spirit and would relish the prospect of running your own firm, without the pain barrier of finding and building a client bank, then this could be the perfect role for you. To be eligible for this role you must be at least level 4 Diploma qualified or have your Chartered qualifications.