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Director of Wealth Manag.

4 months ago

Fareham Hampshire, United Kingdom Financial Divisions Full time

Our client is preparing for the future and they are actively working on their succession plan. To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business’ next owner/Director once the current owner retires. There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.

This role will require you to continue your work as a Chartered Financial Planner and does require you to bring with you your own bank of clients, but in return, you will receive strong financial support for investment in staffing and resources, as well as a substantial salary, and all this whilst working closely with the Director as they train you up on the full suite of skills required to run a vibrant and successful wealth management operation.

They offer an excellent working environment which has seen an exceptionally low level of staff turnover (which reflects their reputation as a conscientious and decent employer), and their support in terms of training and nurturing of staff needs and work/life balance sees the majority of new recruits flourishing within the first year. The business itself continues to grow consistently year on year, via pure organic growth, based on recommendations, referrals and excellent working relationships with legal firms across the UK. They are a well-run outfit and have the resources and capability to support, train, and develop their staff further, but have acknowledged that their current staff are quite a way off from being company directors themselves and are looking to bring in an experienced Chartered Advisor who will have a smaller leap into Owner/Manager role within the next 5 years.

About You

  • In order for you to be offered this salary, you must be able to bring with you a bank of clients that produce enough revenue to cover your costs for the first year at least
  • You will be a fully qualified Independent Financial Advisor with Chartered status, or close to gaining this, and who has ambitions to one day step away from an advice role and take on a business management role.
  • Previous experience of whole of market financial service offerings
  • You will share the current director’s philosophy on holistic financial advice
  • You will be able to act as a mentor, leader and inspiration to those pursuing a long term career in wealth management

Our client fully understands that most Financial Advisers that join them from existing businesses and will probably have some form of restrictive covenant, and can work with you provided that these clients can ultimately follow you to your new business.

If you would like to know more about this opportunity or other roles we are working on, please send in a copy of your CV to Ryan at Financial Divisions

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