Wealth Consultant - Leads - split 70-100% new business

Goldstone Laine
Newcastle upon Tyne
14 May 2017
13 Jun 2017
Contract Type
Full Time

You have the opportunity to join a dynamic practice who are AR's of a leading Wealth Management Practice as a Financial Adviser. This is a particularly attractive proposition as you will benefit from Warm Wealth Management Leads + Leads from a National Accountancy Practice. The opportunity for increased headcount is due to the high level of Lead Generation.

You will be expected to provide holistic wealth management advice to clients adhering to TCF and FCA guidelines. Produce financial planning reports and analysis (support provided).

As an individual you will be Level 4 qualified with CAS and SPS. It is expected that you will ideally possess a loyal client following thus demonstrating excellent relationship skills with existing clients.


New Business - 70-100% of fee income no charge for leads

On Going Fee Income - 75%

Back office and marketing support

You will not incur any monthly fees and the company offers an attractive Practice Buy-Out where company clients are included within the settlement.

Lead generation provision is demonstrable during interview process.