Chartered Financial Planner
2 days ago
Oxford
• Financial Adviser Vacancy - FULLY REMOTE ROLE, • Manage some existing clients across Berkshire/Bucks/Oxfordshire/Hampshire, • £65k - £75k basic salary plus bonuses, • Mix of servicing role and writing new business, • Realistic earnings of £90k+ in year 1 My client are an established Chartered IFA who are seeking to recruit an employed adviser on a fully remote basis, but you will be expected to meet clients who are spread across Oxfordshire, Buckinghamshire, Buckingham or Hampshire. You will be given a small client bank of retirees and families who need servicing on their pensions, investments, retirement planning, IHT and estate planning needs, but there will be an expectation to generate new business too. Full admin and paraplanning will be provided from a pooled team and you will be tasked to focus on looking after the clients and generate new business opportunities from the existing client bank. An average client has £500k+ of invested assets, a few with significantly more. Although this is a fully remote role, you will need to be resident across Oxfordshire, Buckinghamshire, Buckingham or Hampshire as some clients will wish to meet face to face. Would this be of interest at all? get in touch with Peter at Financial Divisions.