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Wealth Adviser/Director

AMG Search
Closing date
18 Jan 2022

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Contract Type
Full Time
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AMG Search is currently looking for a Director/Wealth Adviser to join a highly successful Wealth Management firm in Hertfordshire.

* As a Director/Wealth Adviser you will join a team of talented individuals in a small and agile firm with a big firm's strength.

* Direct report to MD.

* The Director/Wealth Adviser will create new lead sources such as introducer relationships, and demonstrate to your team how you do this.

* You will secure existing client FUM and leverage new opportunities (referrals, etc.) from your clients.

* You will have the opportunity to lead coach and direct your own team of Wealth advisers.

* Fantastic support structure with a business development executive (marketing and lead generators) full administration and paraplanning.

* Outstanding earnings opportunity (personal and team).

For this outstanding Director/Wealth Adviser opportunity, you will either be Diploma (Dip PFS/Level 4) qualified at minimum and ideally Chartered or progressing towards.

* You will have a proven sales track record

* As Director/Wealth Adviser you will have a genuinely successful track record and you are presently managing your own book of clients.

* You will have experience in leading, supporting and developing others.

* You will have experience creating additional opportunities through introducer relationship, referrals etc.

* You have experience supporting advisers with lead generation opportunities including a particular focus on referrals and introducer opportunities.

Our client is a major practice that is part of a major and multi-award-winning wealth management brand that has witnessed incredible growth year on year.

* It is a rapidly expanding business that was set up by the Owner/Principal in October 2000 and it is now the 4th largest practice in UK

* This is a very ambitious and proactive business that gives its Financial Advisers outstanding support from a beautiful office setting

Are you ready to take the next step forward in your career? Contact us today
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