Financial Adviser

5 days left

Hamlin Knight - Recruitment Specialists in Human R
02 Feb 2017
02 Mar 2017
Contract Type
Full Time
A leading wealth management business in Hertfordshire/Home Counties who have in excess of £1.5M FUM is growing their highly successful firm. Due to demand from clients and professional connections the business requires experienced advisers to join this highly successful practice.

The firm are looking for advisers who have strong motivation to develop business and can demonstrate a strong track record in providing high quality advice to clients. Advisers can come from both IFA and employed background (CF30 Private Bankers, Wealth Management firms and Retail Banks).

We are looking for Diploma Level 4 qualified, CF30 Financial Advisers / IFA's / Private Bankers with a minimum of 2 years industry experience. The successful Adviser will be building up their own AUM with the help of the firm from existing clients, contacts and professional connections. At the same time the adviser will need to develop from their own client following and professional connections.

As a Financial Adviser you will be working with your clients in partnership to provide comprehensive financial planning solutions. You will have the option of working from home or able to use our Watford Based office.

Below are examples of advisers we would be looking to speak to:

* If you are an IFA and worried about exit strategy, PI costs, office and compliance costs and not able to develop your business any further.

* If you're an employed IFA and having to give away your fees and recurring income to your current employer.

* If you're a bank adviser and there is lack of earnings, micro-management and don't have the freedom to control your own diary and appointments and advice is also very limited.

* If you're a Private Banker who's client accounts are being closed down as they may not meet the banks minimum criteria, you have limited earnings potential and looking to offer clients a better proposition in the market.

Level 4 Diploma or Chartered Financial Adviser / IFA / Private Banker.

You will need to be entrepreneurial and looking to build your AUM / FUM for the long term. You are also looking to offer the best Wealth Management Service to your clients and looking to build a stable income level. Successful Advisers for this role will need to be able to "build a book" of FUM from transferable clients and contacts.

The Ability to generate business from existing professional contacts and connections or have access to professional connections where they can be used to open up new doors to generate business.

Minimum Requirements:
*Level 4 Diploma in financial Planning
*Experience as an IFA, CF30 Private Banker, or a Regulated Financial Adviser *Operated in a fee based environment
*Proven track record of earning a minimum of £30,000+ per annum
*Strong track record of achieving targets
*Good compliance track record

You will get full Administrative support to help you to integrate into the proposition.Full IT support and a friendly modern office.