This job has expired

Wealth Adviser/Director

Employer
AMG Search
Location
UK
Salary
Competitive
Closing date
18 Jan 2022

View more

Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
You need to sign in or create an account to save a job.
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
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert