Financial Adviser - Excellent Opportunity

Recruiter
Drew Chapman Search and Selection
Location
London, South East England
Salary
60000.0000
Posted
08 Jun 2017
Closes
08 Jul 2017
Contract Type
Permanent
Hours
Full Time

Independent Financial Consultant

London & Home Counties

Uncapped Fees, minimum 100k OTE

Employee to Company Shareholder? Our client is offering a rare opportunity for an experienced financial adviser to become a shareholder in their already successful wealth management practice.

The ideal candidate would be self-motivated with a positive outlook who understands that rewards start with hard work and commitment. You will be expecting to earn a minimum of £100k + in your first year and will have a long-term plan for the future.

Ideal candidate profile

  • Level 4 Diploma Qualified as a minimum
  • CeMap/MAQ or equivalent qualified (if looking to give mortgage advice)
  • Self-employed & Financially solvent
  • Already servicing HNW & Corporate clients
  • Based in or around London or the Home Counties.
  • Clean regulatory and disciplinary history
  • Proven history of success and job stability
  • Leads can be provided, transferrable clients are always advisable
  • Aptitude to work remotely (possibly from home), but prepared to travel
  • Highly organised and able to manage own diary
  • Prepared to attend professional workshops and company events
  • High standards of professionalism and customer care
  • Ability to work with well-known wrap platforms and back office packages
  • Be able to provide at least two client testimonials

Package includes (Dependent on transferred AUM and new business production).

  • Excellent tiered fee split.
  • Either dedicated P.A. or basic admin support
  • Complete suite of back office packages
  • Whole of market proposition
  • Ability to use own investment proposition on pre-approval basis
  • Full compliance oversight
  • FCA fees
  • Technical assistance
  • Personal Development Support/Mentoring
  • High quality ongoing training
  • Attractive exit package upon any future company sale.

Potential applicants will come from an existing practice in a fee based environment with a proven track record of delivering demonstrable outstanding financial advice with exceptional interpersonal skills in order to be effective in helping busy professionals with their often complicated financial planning needs.