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Financial Advisor

CV-Library

Posted on Sep 14, 2021 by CV-Library

Weybridge, Surrey, United Kingdom
Accountancy
Immediate Start
£100k - £100k Annual
Full-Time
Are you an experienced Financial Advisor near Weybridge, looking to join a growing wealth planning firm?

As a Financial Advisor, you will be provided with existing clients for servicing, plus a book of previous clients for you to contact and re-engage with and move onto ongoing service agreements.

Ideally, you should have some of your own transferable clients to bring with you.

Support

You would receive full paraplanning and administration support from their back office team

Financial Advisor Requirements

* You must be a current Financial Advisor with full Level 4 Diploma in Financial Planning

* Ideally, you should have some of your own clients or network to generate business but this is not essential

* You must be a motivated individual, keen to write good levels of business

The Company

The business was established over 30 years ago and has grown organically and through acquisitions to now manage over half a billion of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve £1bn AuM and are already on their way to achieving this with £300m-£400m of AuI ready to be converted to platform with ongoing advisor fee charging.

Financial Advisor Benefits

* Self-employed role with OTE of £100,000+ in the first year

* Would consider income guarantee

* You will have flexibility to work from home and their office in Weybridge

* Full back office support provided

* All supervision / compliance costs are covered by the client meaning no monthly costs

* Full ownership of any client you bring with you

* Joining a team of likeminded Financial Advisors and support staff

Location

Weybridge

Call us now on (phone number removed) or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Reference: 214653874

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