Overview
Are you an experienced Financial Advisor based in the Brighton and Hove area who would be interested in inheriting a long-standing client book from a retiring advisor? This opportunity involves inheriting an established book of clients covering the West Sussex area, with potential to develop additional clients via professional connections, referrals and other new business avenues. You will be provided with full paraplanning and administration support to focus on delivering financial advice, while working for a highly regarded, experienced practice that has invested in technology and AI automation to improve efficiencies.
You must have a strong financial advice background, ideally be Level 6 qualified (or on the pathway to achieving) and be highly client focused. This is a top-tier opportunity for an ambitious and skilled financial advisor who can benefit from a profitable client portfolio and also grow the business.
Responsibilities
- Inherit an established client book and manage a continuous stream of clients while developing new business opportunities.
- Provide financial advice with a strong client focus and collaborate with paraplanning and administration support to maximise efficiency.
Qualifications
- Strong financial advice background
- Level 6 qualification or on the pathway to achieving
- Highly client focused
Compensation and Benefits
Salary – Up to £75,000 basic plus OTE in excess of £100k in year 1 plus excellent company benefits
Location
Brighton and Hove, West Sussex area
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance
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