Are you looking to have access to affluent and HNW clients whilst working within a successful, local business?
A long established and highly successful Wealth Management firm based in Chobham, Surrey is looking to continue growing their team through recruiting a Financial Adviser. They uphold excellent core values centred on providing true financial planning through quality service and focused on developing a productive team environment. This is a busy general practice advising on predominantly Investments, IHT planning, Retirement planning with some mortgage and protection for High Net Worth clients.
Clients and business opportunities
Due to their 35-year history of providing wealth management advice, they have developed a substantial client bank. Therefore, providing you with an excellent opportunity to datamine this client bank of affluent and high net worth individuals. You will be focused on establishing strong client relationships in order to grow your level of funds under management on servicing agreements.
They have developed a loyal back office support team dedicated to providing assistance on all aspects! E.g. booking client meetings into your diary, preparing meeting packs, obtaining outstanding information, undertaking research/analysis, preparing suitability reports and processing business.
Requirements to be considered
You should be an existing Financial Adviser with Level 4 DipFA qualified or equivalent. They are happy to consider candidates with varying level of experience. As their team has a family feel, you should be a positive team player and able to work in a fast-paced environment.
OTE of £30,000 - £60,000 rising to £80,000+
Financing available to support you build a pipeline
Option to work from their office or be home-based
Experienced management team with a relaxed approach
Become part of their close knit team whereby they take pride in each others personal and professional successes
They place a high importance on professional development to become better Advisers
This is a great opportunity to develop your business and earn a good living, which is proven by their success with current Advisers
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at email@example.com 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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