Wealth Adviser opportunity across London and UK, offering financial planning to HNW clients
Wealth Adviser / Financial Planner / Private Banker Location: Various across London + UK MINIMUM REQUIREMENTS: Level 4 Diploma Un-Capped Earnings + Benefits. OTE £100k+
YOUR NEW COMPANY:
A leading Wealth Management firm in the UK with FUM in excess of £100b+ are growing their Financial Adviser business. The firm provides advice driven investment solutions through its core businesses.
In the Private Clients Division they offer full holistic financial planning for HNW Private clients, discretionary and advisory services. The firm is aggressively purchasing IFA books and businesses which are cost heavy, offering poor service to clients and realigning those businesses with their superior investment and wealth management proposition.
Due to the nature of their business they are actively hiring IFA's / Financial Advisers / CF30 Private Bankers who can manage some of these existing clients and grow the AUM.
YOUR NEW ROLE:
The role is to provide full holistic financial advice to clients and aligning this with company core values. To be considered for this role you must be an experienced IFA / Financial Adviser / CF30 Private Banker with a strong track record in Financial Planning and the ability to generate your own contacts and leads in order to develop your own book. As the business is actively purchasing retiring IFA books and businesses, successful candidates will be given on average c£20m of FUM.
In the first 3-6 months successful candidates are expected to utilise their own contacts and connections to generate new business until they are aligned to a portfolio of clients. You have the flexibility of working from home or working from an office, full paraplanning and admin support provided.
WHAT YOU'LL NEED TO SUCCEED:
Level 4 diploma or Chartered Financial Adviser. Successful Advisers for this role will need to bring between £5m - £10m minimum of transferable assets or can "build a book" from transferable clients and contacts. Ability to generate business from existing professional contacts and connections or have access to professionals connections where they can be used to open up new doors to generate business.
WHAT YOU'LL GET IN RETURN:
In return you will receive a market leading salary and bonus dependant on your current earnings and total compensation together with the amount of business your able to transfer across.
WHAT YOU NEED TO DO NOW:
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.