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Financial Adviser

Posted on Jul 11, 2019 by CV-Library

West Yorkshire, United Kingdom
Call Center & Customer Service
Immediate Start
£50k - £70k Annual
Full-Time
Would you be interested in spearheading an exciting new venture to create a financial planning firm in connection with a well-established, national mortgage brokerage?

The Company

An exciting new venture for a Financial Planning firm is being created as a sister business to an already well-established mortgage brokerage with 15 Mortgage Advisers across the country. They are seeking a Financial Adviser to spearhead this new wealth management firm.

The Opportunity for the Financial Adviser

As the first Financial Adviser will be joining at the outset, you will be focused on helping in its establishment. You will benefit from being able to access the thousands of active and previous clients the mortgage brokerage has developed (increasing in size every month). As the financial planning will be a new offering, you will need to coach and train the Mortgage Advisers on how to spot lead opportunities for financial planning advice.

Future plans

Hopefully, you should be able to maximise the leads available and create a proven model. As part of a national business, you will then have the potential of replicating the model across the country with recruiting new Financial Advisers, who will be teamed up with their local Mortgage Advisers to generate regular referrals for financial advice.

Requirements to be considered

* You should be a Level 4 Diploma qualified Financial Adviser with current advising experience

* You should have several years’ experience as a Financial Adviser and have strong technical knowledge of investment and pension advice

* Must have proactive approach with ability to kick off their new venture and replicate your success

* For a Financial Adviser with their own clients, you could receive a higher retainer

Benefits – Financial Adviser

* Self-employed with indefinite retainer (negotiable dependent on experience)

* OTE dependent on performance as a Financial Adviser, but could expect to earn in excess of £75,000 after your first year

* Potential equity participation available for the first Financial Adviser who will be helping spearhead the new business

* Sister business is a growing Mortgage Brokerage with 15 Mortgage Advisers across the country that has a strong connection with a national estate agency, so will have consistent flow of new business

* Future plans are to grow the Financial Planning firm, which you are likely to play a key part in making it happen!

Locations

Leeds / York

Liability and Disclaimer

Whilst FM TOP JOBS LTD 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 FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information

Reference: 210392957

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