Senior Financial Adviser

7 days left

Aston Charles Ltd
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

An exciting opportunity has arisen with a rapidly expanding financial advisory business in Central London for a proven Sales Leader/ Senior Adviser

This dynamic business is relatively young in comparison to a lot of its competitors in the City. However, being private equity backed, it has gone from strength to strength since inception, and is about to implement the latest phase of its substantial growth strategy. It requires an experienced Senior Adviser to assist with the heavy client workload, but also a proven Sales Leader to manage, develop and ultimately lead the business.

Initially a dual role, you will service your own clients whilst also managing the overall advice function and the existing team, as well as assisting the MD in the recruitment of additional Advisers. You will have access to leading in-house software systems and full time paraplanning and administrative support, allowing you to deliver expert advice to pre-qualified clients, whilst also streamlining the process. As the business develops, both organically and through the recruitment of additional headcount, eventually you will focus solely on running the sales element of the business, as Sales Manager, with room for the role to grow into a Sales Director position, should this be of interest.

You must be Level 4 qualified with a valid SPS and have recently held Competent Adviser Status, in order to fulfil the regulated element of the role, as well as being technically competent in the pre, at and post retirement markets. You must also have a demonstrable track record of success in team management, however big or small, and preferably within a regulated environment.

In return, you will receive a substantial basic salary, negotiable dependent on the individual. This will be supplemented by additional bonus earnings, resulting in significant OTE. As well as the substantial package on offer at the outset, once the role grows into a Sales Director position, equity participation will be up for negotiation.

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