Are you an experienced Financial Adviser or Mortgage Adviser looking to be part of a strong local team?
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.
- 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
Within 25-mile radius of Devizes (e.g. Bath, Chippenham, Cirencester, Salisbury, Swindon)
Call us now on 0208 0044 154 or click Apply
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.