Financial Planner-solicitor/accountancy practice

Reed Insurance
18 Mar 2017
17 Apr 2017
Contract Type
Full Time
I am working in conjunction with the high quality financial planning arm of a legal and accountancy practice. They are looking to offer an adviser the opportunity to join their Berkshire office, on an employed contract. Please see the information below.

The financial services department is looking after £80 million FUM between just two advisers, a mixture between private client and corporate advice. The average private client has an investment portfolio of £250,000. You will be given an existing book of business to inherit from day 1 that will count toward your yearly target.
A steady flow of leads will be provided to you from the accountancy/legal partners, meaning that it will be easier for you to generate new business.
Support from an experienced paraplanning/ administration team, meaning that you can spend more time with your clients.
A good basic salary, £45,000-£55,000 depending on track record of business generated and qualification level. They also have a very reasonable salary validation target of just 2 times, compared to the industry average of 3 times. You will then be earning 30% of what you generate after this level of business is hit.

I appreciate that this information is limited, but if you are interested and would like to know more, please give me a call on the number below and I can speak with you about the role in more detail.
0117 930 4820

Reed Specialist Recruitment Limited is an employment agency and employment business