Financial Adviser - Excellent Opportunity

Drew Chapman Search and Selection
London, South East England
08 Jun 2017
08 Jul 2017
Contract Type
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.