Are you an Experienced Financial Advisor looking to join a formidable wealth management business, with a team of over 30 individuals?
A leading practice of a Wealth Management Advisory business established over 25 years ago are looking to further expand their team by recruiting a Financial Advisor. They have developed a team of over 30 individuals, combined of over 10 Advisers, including Chartered Financial Planners and 20 support staff. This wealth management firm runs bi-weekly investment and IHT seminars in prestigious venues which leads to substantial volumes of investment and pension business and estate planning recommendations.
Clients and Business Opportunities
The highly successful wealth management business specialises in offering bespoke face-to-face wealth management advice to private and corporate clients on the South Coast and South West of England - typically within 30 miles radius of their offices in Shaftesbury & Sherborne, Dorset. Our client has developed a HNW client bank over the last 25 years and are seeking an Adviser that will service orphan investment clients and develop new clients from referrals.
Requirements to be considered
You should be DipFA qualified and experienced in providing financial planning advice or wealth management to HNW clients. A small number of transferable clients would be beneficial but not essential.
Salary of £30,000 - £45,000 pa, plus car allowance, bonus and company pension scheme
OTE of Circa £50,000 - £100,000+ (Self-Employed option available)
You will be provided with full administration and paraplanning support.
Joining a highly respected business that has developed a large team of experienced individuals
Working from either their Shaftesbury or Sherborne office
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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