Wealth Management Specialist

1 week ago


London, Greater London, United Kingdom CleverHR Full time
High-Growth Financial Adviser Opportunity

An exceptional chance to become a successful financial adviser with a leading wealth management company in London. With over £150 billion funds under management, this esteemed firm offers a unique opportunity to grow and develop your business over the next 6-10 years.

">About the Company

We are a forward-thinking wealth manager providing lifelong wealth management strategies to our clients. Our comprehensive range of services includes investments, retirement planning, protection, banking, and mortgages, all designed to help our clients achieve their life goals while making a positive impact on the world.

Salary and Benefits

As a high-growth financial adviser, you can expect a competitive salary, plus a compensation scheme equating to 70% of new business revenue with no upper cap. You will also receive a grant of £30,000 to support the setup of your business, alongside start-up technology and back-office support.

Job Description

Our ideal candidate is a driven and entrepreneurial individual who is passionate about building and developing their client bank. As a financial planner, you will work closely with our coaching and training programme to transition from an employed or non-financial services industry background into a successful wealth management business owner.

Key Skills and Qualifications

You will possess strong motivation to build and develop your client bank, with excellent communication and interpersonal skills. A three-month training course will be provided to teach you the basics of financial planning and wealth management.



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