FINANCIAL ADVISER - (INVESTMENT MANAGER)
A uniquely positioned multinational Investment and Financial Planning organisation with roots stretching back over 100 years is looking to expand its Wealth Planning division with the hire of a SENIOR FINANCIAL ADVISER to be based from its SOUTH COAST LOCATION.
The culture of the business is open, supportive, adult and entrepreneurial. The core purpose of the company is to facilitate their client’s life goals, which it achieves via a well-researched, professional and client centric approach. It uses cash-flow modelling as the corner stone of its advice experience and typically provides solutions to HNW clients with £500,000 - £20 million plus to invest. Clients come from a variety of backgrounds including professionals, entrepreneurs, and celebrities.
The opportunity is unique in its level of potential with numerous large untapped internal markets, 5 strong introducer relationships, a robust seminar and marketing program and an existing book of business that generates £350,000 recurring income per annum. The reputation and infrastructure of the business also allows an entrepreneurially minded individual to maximise opportunities with third party introducers and the wider business community.
Each planner benefits from the collegiate nature of business and its Wealth Planning team, receiving one to one mentoring, full technical support (including paraplanning) and writes in excess of £400,000 per annum with some writing considerably more! Individuals also have the discretion to work from home and /or the office dependent on business need.
The successful applicant will be DIPLOMA LEVEL 4 working toward CHARTERED FINANCIAL PLANNER status and have a professional and adaptable style that combines personal impact with a consultative approach. Salary up to £170,000 + Pension + Bonus + PHI + PMI + Flexible Working
This job was originally posted as www.totaljobs.com/job/81467238