Wealth Management Specialist

22 hours ago


Chatham, Kent, United Kingdom Premier Jobs UK Limited Full time
Job Title: Independent Financial Advisor

This role is ideal for an experienced financial advisor looking to take their career to the next level.

About the Role:
  • You will benefit from a client base with assets of £200,000-£500,000, which you can review and provide long-term advice on.
Key Responsibilities:
  • Undertake reviews of clients' financial planning needs and provide quality, long-term advice
  • Grow your client bank through self-generation and referrals from high-quality professional introducers
Salary and Benefits:
  • Salary: £40,000 - £50,000 per annum
  • Ongoing Training and Development
  • Support from established infrastructure, including back office support, lead generation, and IT
  • Potential to earn Year 1 OTE of £75,000 and Year 2 OTE of £100,000+
About the Company:

A medium-sized IFA firm with a successful business and high levels of client retention, offering a friendly and professional team environment.

We estimate that the salary range for this position is £45,000-£55,000 per annum, based on industry standards.


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