Are you looking for the right opportunity to takeover a long-established Financial Advisory business with clients ready for your advice as well?
This long-established Financial Adviser firm has been established for over 20 years and has built up a loyal client bank. With a small but highly experienced team, they have successfully grown and are well regarded by their clients and colleagues. With succession planning in mind, the Principal is looking to recruit a Financial Adviser to initially takeover the financial advice to some of their existing clients with potential for the right individual to takeover the whole business in years to come.
Clients and business opportunities
The business has developed an enviable client bank through their ability to build lasting relationships. You will be provided with existing clients to service and will be supported by the Principal to maximise each meeting. The existing clients are based within Oxfordshire and surrounding counties.
Development and Support
You will receive full mentoring support from the Principal on how to maximise each client interaction to build your skills. In addition, you will be supported with Paraplanning / Administration support from their highly competent support team.
Requirements to be considered
In order to be considered for this role, you should be DipFA qualified, have a good work ethic, professional approach and have the desire to takeover and run the business in the future. You should have a good understanding of financial advice and can build strong relationships with clients.
* Salary £30k - £40k
* Year 1 OTE of £80,000 - £100,000+ with Year 2 OTE £100,000+
* Working within a small but highly effective team
* Formidable opportunity to takeover a successful financial advisory business in a smooth transition, with low risk due to being a key part of the business for the years leading up to the event
* Partners of one of the UK’s largest advice networks
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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