Financial Adviser

This is an employed or self employed opportunity

TUDOR Financial Consultants are looking to bring on an experienced Financial Adviser to take over a client bank from a retiring Adviser. The successful candidate will take over the ongoing advice and servicing of existing clients, with circa £30 million in funds under management. Alongside looking after these relationships, they will help develop and grow the pensions and investments side of the business.

What's in it for you?

• Up to £60k per annum + bonuses on employed basis
• Self-employed arrangements available - to be negotiated
• £30m client bank available
• Paraplanning/Admin support
• Opportunity to have ownership of client portfolio/share opportunities within business

Your responsibilities will include

• Take over and manage the existing client relationships from our retiring adviser, ensuring a smooth handover and continuity of service.
• Provide ongoing advice and regular reviews for clients representing circa £30 million in funds under management.
  Advise on pensions, investments, ISAs and retirement planning.
• Review clients’ existing arrangements and identify opportunities to improve their financial planning.
• Develop new business through relationships within the wider Tudor Group and our professional introducers.
• Work closely with our mortgage and protection advisers to ensure clients receive joined-up advice.
• Maintain accurate client records and meet the firm’s compliance and advice standards.