Financial Adviser - Clients, FUM and trail income provided - Teachers

Goldstone Laine
Liverpool, Merseyside
07 Jul 2017
06 Aug 2017
Contract Type
Full Time

This established Financial Services company is looking for a talented financial adviser to cover Warrington and the surrounding area (Clients available up to 30 mile radius)

You will be hard working, ethical, personable and be qualified to at least IFS / CII Diploma level. Ideally you will want to work towards Chartered and / or Certified status and they can provide support helping you towards this goal.

The company does specialise in providing Financial Advice to Teachers and they run regular seminars to generate leads for their advisers. Notwithstanding this the company operates as an IFA and there are no restrictions on the clients you can deal with.

The owner is looking to pass on his client book, built up over several years with a good level of funds under management and trail income, to allow him to concentrate on managing the business and lead development.

Home based, no man-management, you run your own diary and have full autonomy.

They offer back office support with administration and paraplanning, compliance, ongoing training and support as well as marketing.

Support is given to help you build your own successful business within a structured framework and a proven model with retention of up to 90% of fees.

This role is being dealt with by Mark Hazzard, Goldstone Laine Recruitment.