Wealth Manager

Protected On Line
12 Feb 2019
27 Feb 2019
Contract Type
Full Time

Job: Wealth Manager - All clients provided - Full Time Position

Location: South Coast/Bournemouth, Dorset

Salary: Competitive Salary plus sharing holding and benefits

Company: Protected-on-Line Ltd

We have an exciting opportunity to be the first Wealth Manager into a large and multiple award winning protection insurance firm. Protected-on-Line are looking for an experienced and dynamic qualified Wealth Manager/Financial Planner to join their existing team of insurance adviser. They have a wealth of clients from both their commercial and personal insurance lines and full access to this client will be provided at no charge.

You will be kept very busy as we take on more than 300 client a month giving you unrestricted access to this client bank as well as the last 8 years of clients (around 75,000). Clients have come from advised insurance sales, we do not do cold calling. Some of these clients have multiple properties, businesses, company pensions and personal pensions.

You plan your own diary to fit in with your life style, this may include a couple of evenings and will include travelling, mainly 1-2 hours from where you live however you will be awarded with a competitive basic salary, superb transparent bonus scheme and benefit package including pension, DIS etc.

This is a FCA regulated role (CF30), with the associated responsibility for compliance with regulatory and professional standards and ongoing technical competence and professional development.

All your administration and compliance is done for you and you have the back office support of a Technical help desk for complex queries.

The ideal candidate for this role will:

  • Be Diploma qualified as well as CF30 qualified
  • Career driven
  • Have Face to face customer experience
  • Competent Adviser Status (CAS)
  • Been advising for the last 3 out of 5 years
  • Valid driver’s license

The company offers competitive basic salary and bonus structure based on experience together with:

  • 22 days holiday with an additional day of each year for your birthday
  • 5% pension
  • Death in service 4x Salary

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