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Financial Adviser, clients to take on

Job description

I'm guessing this advert is sandwiched between two other ad's that reads something along the lines of 'seeking an experienced Financial Adviser for an all-encompassing role for our innovative and ambitious client' (what does that even mean?) offering a 'competitive salary and bonus structure'. You probably gave that advert two seconds of your time and moved on, maybe you applied, maybe you didn't.

Well this is not your bang average role advertised on behalf of a bang average firm. Now you are probably wondering 'how is this any different?', correct?

Share two minutes of your time and I will explain. For starters you will take on an existing book of clients and have an abundance of leads coming your way. You will be working as part of an accountancy practice who have over 4000 clients, so that's 4000 clients you could be potentially working with and already a client on the accountancy side. I would say that is a warm lead.

Not bad so far?

Paraplanning and admin? Yes, it's all provided.

So what is the catch? The client bank needs a Planner looking to provide an unquestionable service and the leads are not going to convert themselves either. So if you are up for taking on an existing book of business, following up on continuous leads, then get in touch and we can discuss further.

Not to worry if you don't have an up to date CV. Let's have a discussion first and then you can decide if it is worth finding where you have saved your CV, brushing the dust off and getting it updated. Fair?

The salary is up to £65,000 plus bonus and benefits. Happy to break down when we speak. Contact Ricardo Manouchehri on 07432611690.

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