Are you an experienced Financial Adviser looking to elevate your career to the next level with earnings increasing to £200k - £300k?
This international AA rated financial services group with nearly 100 years’ history of helping to improve people’s lives, is entrusted with managing over £70bn of client assets across the world. They have developed a strong team of Financial Planners in the UK who are supported by a highly skilled team around them, so that the whole business can focus on building lasting relationships with clients and delivering to meet the clients’ needs.
Clients and business opportunities
By developing their understanding of what wealth means to their clients’ and how to create it; they are respected by HNW private individuals and corporate clients for their professional approach. Therefore, they are looking to recruit Financial Advisors with a transferable client bank of minimum £5m and keen to grow this to £30m - £50m+ thus taking their career to a higher level of wealth management.
Through developing an in-house telephone advice team, they offer Advisers the ability to segment their clients so that they continue to work with clients with investments in excess of £100k and pass the remaining clients to the telephone team to service and nurture on their behalf (Advisers continue to receive trail income for this!). Plus the telephone team have a substantial number of legacy client to call to generate pre-qualified leads for the Advisers.
In addition, marketing support is provided to build brand awareness through informative documents, attractive website and exclusive events/seminars free of charge for Advisers and clients to attend.
You will be strengthened by receiving full paraplanning and administration support, to enable you to spend more time focused on meeting clients. Support will include preparation of reports, illustrations and applications; research of advice; pipeline chasing and liaison with clients on administration. In addition, you will have access to Technical Specialists; an in-house DFM and direct access to Fund Managers.
Requirements to be considered
Ideal individuals for this role are high-end Financial Advisers with a transferable client bank and know you have the capability to grow your client bank to £30m - £50m+ but require a little extra support, guidance and backing to achieve this.
- Salary of £60,000 - £80,000 for Wealth Planning Directors
- Salary of £45,000 - £60,000 for Senior Wealth Planners
- Salary of £35,000 - £45,000 for Wealth Planners
- Plus, competitive bonuses and company benefits
- Self-employed option with commission only structure of 50% - 75%
- OTE of £60,000 - £100,000 with most Advisers elevating their earnings to £200,000 - £300,000+ over the medium to long term
- Strong in-house Employee Benefits team to refer business to with confidence that personal enquiries will be referred back
- Laptop/tablet, iPhone provided and access to IT support specialists
- North East
- North Wales
- North West
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