Financial Planner National Wealth Manager

Reed Insurance
Haywards Heath, West Sussex
16 Jul 2017
15 Aug 2017
Contract Type
Full Time
My client is a national, multi award winning chartered firm and at present they're in the privileged position of having about £10m of clients' funds that need to be looked after. These clients are of good quality, all within excess of £350,000. They want an adviser to come in, prove themselves with this client bank for about 18 months and gain some new business as well as providing a quality service to these existing clients.

They also have a reasonable amount of unallocated clients to give to the successful adviser from acquisitions, so there will always be quality clients to advise. Full admin, paraplanning support (2 PPs to 1 IFA) etc, excellent benefits but, in line with FCA regulations, not much by way of bonus these days (up to around 20% of salary), hence the large salary on offer. Bonus will be paid on new business, ongoing adviser fees, and various KPIs. Their top established advisers' salaries range from £100k - £150k, which shows that you wouldn't be stuck on a £55k - £75k salary for long if you perform well.

The philosophy of this firm is very much about building your own business within a business. For example, if you enjoy working with solicitors specifically, you would be encouraged to use the firms brand and support to further integrate yourself with local solicitors. The key advantages of this position are the fact that you will be given a book of quality clients to work with on day one, as well as given the paraplanning and administration support necessary to write exceptional levels of business.

For further information please contact me on; 01179304820 or email me;

Reed Specialist Recruitment Limited is an employment agency and employment business