Financial Adviser
3 weeks ago
**Big opportunities in life often make you excited and nervous at the same time.**
Nervous because it's doing something new. Something that's a bit different. Something that's challenging.
But excited for the very same reasons.
**At this firm, you'll be setting up a new division within an established business.**
Everything is in place - Permissions. Leads. Introducers. Marketing. A website. But it's missing one thing...
**You.**
You'll be the person who turns the concept of offering financial planning into reality. This award winning business already provides advice in equity release and mortgages. But with an increasing amount of clients asking for pension and investment advice,now is the time to offer that too.
**You will start off as an adviser but where you go from there is up to you. Given their projections, it's clear they will soon need more advisers and a sales manager. Someone who can drive the team but also get involved with strategy, operations andthe choice of technology.**
Clients will come from all parts of the UK, so to start with you'll give most advice via the telephone/video calling. You'll then hire other advisers and decide whether to also set up a face to face HNW team.
For now you'll lean on a network and outsourced paraplanning to free your time for clients. But the business also has a thriving apprenticeship programme that will form the bedrock of your support team.
You will be an existing financial planner with level 4 status and CAS. You'll be someone good with change. Someone who knows that this opportunity will come with bumps in the road.
**But also someone who can see the position for what it is. After all, the chance to set up and run a wealth arm for a company doesn't come along very often.**
Nervous? Excited? Good we'd like to hear from you.
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