Financial Adviser

Are you an experienced Financial Adviser or Mortgage Adviser looking to be part of a strong local team?

The Company

This long-established firm of over 15 years specialises in the management of investment portfolios and pensions. Their clients are supported by a team of 6 Advisers and 3 support Administrators. As part of their growth plans for 2018, they are keen to expand their team of Financial Advisers.

Clients and business opportunities – Financial Adviser or Mortgage Adviser

Due to their long establishment, they have built up a client bank of several thousand from marketing initiatives and taking over from retiring IFA’s. Generally, their clients are spread across the South of England, although predominantly based around their office in North-West Wiltshire. Their Financial Advisors typically pick up at least one decent investment / pension lead per week that results in a sign up. Any clients brought with you will be ring fenced.

Support provided to their Financial Advisers or Mortgage Advisers

Their current team of 6 Advisers are supported by 3 Administrators. Therefore, you can expect to benefit from administration assistance. In addition, you will gain value from being part of a local team whereby you can bounce ideas off each other and receive mentoring from experienced, proactive Directors.

Requirements to be considered – Financial Adviser or Mortgage Adviser

You should be an experienced Financial Adviser or Mortgage Adviser with an existing client bank, but is looking for additional lead and admin support; in order to grow your business further.

Benefits

• Self-employed role with OTE of £50,000+
• Competitive commission structure
• High-street premises in Devizes
• Ability to work from their offices or utilise their meeting rooms for client meetings
• They specialise in the management of investment portfolios and pensions, although their qualified Financial Advisors cover the whole financial services market
• Self-generated clients are ring fenced on joining

Locations

Within 25-mile radius of Devizes (e.g. Bath, Chippenham, Cirencester, Salisbury, Swindon)

Call us now on 0208 0044 154 or click Apply

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