IFA - Wealth Management

BWD Search & Selection
17 Apr 2017
16 May 2017
Contract Type
Full Time
Our client specialises in wealth management solutions for both HNW private and corporate clients and operate from a truly independent advice business model.

The firm operate a robust business model with their recurring income far outstripping operating costs; this allows the firm to offer competitive salaries, low validations of salary and a highly competitive bonus structure that pays 50% in advisors favour.

To support their continued growth they are looking to hire a further financial planner to be based from their Leeds head office.

The role will combine the conversion of leads provided by the firm in to business alongside the development of business from professional connections and other proactive methods of business generation, whilst there is no requirement to bring business to the firm there will be expectancy for advisors to be proactive to compliment opportunities they will provide.
On offer is a basic package of up to c£70k plus additional benefits / bonuses which includes share options of the business

Applications are invited from existing Advisors with the minimum of the diploma in financial planning and ideally chartered status or be working towards