Independent Financial Adviser - Existing Clients
Exchange Street is currently working with one of the leading independent practices in the UK market as they look to recruit an experienced consultant to take over an existing client base in West Yorkshire.
Clients range in value and produce recurring fees of c£100,000 per annum. The firm also benefits from established professional connections and company-wide marketing initiatives resulting in a regular supply of new leads. In addition, the role is fully supported by both paraplanners and technically competent administrators, allowing the incumbent the opportunity to focus most of their time in a relationship management or advisory capacity.
Successful applicants will have prior experience of independent financial planning along with a current Statement of Professional Standing. Advancement towards chartered status will be viewed favourably. In return, remuneration consists of an attractive salary and benefits package and an achievable bonus structure allowing consultants to earn considerably more.
For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor at Exchange Street or apply here.