Financial Advisor
3 months ago
My client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional with investable assets of £1m+. The role offers excellent earning potential, and you will be 100% rewarded for your skills, expertise, and client relationships.
They are looking for an experienced and entrepreneurial Financial Adviser (Level 4 qualified with CAS status) with at least 3 years’+ experience working as a Financial Adviser either within a boutique IFA or a larger wealth management business. If you would like to be part of a growing and dynamic IFA and have access to their investment clients/network, alongside being given clients to manage from day 1, then our client would like to hear from you. Full Paraplanning/admin support is provided in-house.
Ideally, if you had clients that would move with you, our client will pay a very competitive multiple for them, alternatively if you are looking for a Financial Advisor role that can give you clients and be topped up with quality warm leads, then this position would give you the best of both worlds. Our client will be happy to offer Equity and a Directorship in the short/medium term, and this will also mean you taking an active part in the strategic direction of the business going forwards.
This is a wonderful opportunity for a dynamic and forward-thinking Financial Planner who is looking to build a financially rewarding future with a Company that can support them in achieving their personal and career aspirations.
**Salary**: £70,000.00-£75,000.00 per year
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
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