Senior IFA / Financial Planner
Posted on Sep 17, 2024 by CV-Library
Mayfair, Greater London, United Kingdom
Sales
Immediate Start
£60k - £100k Annual
Full-Time
You loved what you do, now work isn’t the same.
As an IFA/Financial Planner you give the right advice to HNWI and their families, through tailored support that meets their unique circumstances and goals.
You enjoy sales because it enhances your clients’ lives, not just because it adds to the bottom line.
But things have changed and now you find yourself in a structure that puts profit first, constraining your work through transactional KPIs. Or perhaps you’ve reached a glass ceiling, and career progression isn’t on the table.
For you to think about a move, it would have to be with a company that shares your priority of putting clients first, while being bold enough to scale and evolve in the right way.
You’ll be taking over as Head of IFA Sales from their CEO, freeing him to work on strategy. He’ll trust you to share his values around excellence, trust, family and listening, building towards their growth plans.
And where you don’t have to do the legwork, fully supported by a professional team who’ll get the job done. They’ve been judged a top 1% UK wealth management firm by FT Advisor through their independent research, with funds under management of around £250m.
As you embed in the business in this senior, autonomous role you’ll have the opportunity to grow your sales team.
An impactful career opportunity, for you and the business, where you’ll be a key part of their future.
I can give you full insight into the role, culture, and context before confirming your interest. Any conversation we have will be fully confidential.
About you
* A qualified IFA / Wealth Manager, you may be a Chartered Financial Planner or working towards it
* You enjoy sales and providing the right advice to your clients
* You might be looking for a step up, or already head up a sales team – we are open-minded about what your experience may look like
* You probably haven’t updated your CV in a while, given how busy work has been. Use what you have or, if you have any questions, please contact Greg on (phone number removed) or greg.wyatt at bwrecruitment dot co dot uk.
Compensation and benefits
Because IFAs are paid in various ways, from salaried roles to self-employed earnings, we will tailor the package around your needs. For example, this could be a basic salary in the range of £60k to £100k - it will be attractive, fair and commensurate with your capability.
If you have clients you can bring with you, you will be compensated for this too.
Other details you may want to know
You’ll be based at their offices in Mayfair – where they hold their client meetings.
Should you have a non-compete agreement, we will help you work through this to ensure there are no issues.
Application process
I am retained exclusively on this vacancy and will want to ensure you have everything you need to make the right decision. You won’t be messed around.
This will be a two-stage interview process:
* Initial ‘getting to know you’ cultural interview
* Panel interview with presentation
We are flexible with timeframes and can move forward quickly or wait for the right person.
Each application will receive a reply within three working days
As an IFA/Financial Planner you give the right advice to HNWI and their families, through tailored support that meets their unique circumstances and goals.
You enjoy sales because it enhances your clients’ lives, not just because it adds to the bottom line.
But things have changed and now you find yourself in a structure that puts profit first, constraining your work through transactional KPIs. Or perhaps you’ve reached a glass ceiling, and career progression isn’t on the table.
For you to think about a move, it would have to be with a company that shares your priority of putting clients first, while being bold enough to scale and evolve in the right way.
You’ll be taking over as Head of IFA Sales from their CEO, freeing him to work on strategy. He’ll trust you to share his values around excellence, trust, family and listening, building towards their growth plans.
And where you don’t have to do the legwork, fully supported by a professional team who’ll get the job done. They’ve been judged a top 1% UK wealth management firm by FT Advisor through their independent research, with funds under management of around £250m.
As you embed in the business in this senior, autonomous role you’ll have the opportunity to grow your sales team.
An impactful career opportunity, for you and the business, where you’ll be a key part of their future.
I can give you full insight into the role, culture, and context before confirming your interest. Any conversation we have will be fully confidential.
About you
* A qualified IFA / Wealth Manager, you may be a Chartered Financial Planner or working towards it
* You enjoy sales and providing the right advice to your clients
* You might be looking for a step up, or already head up a sales team – we are open-minded about what your experience may look like
* You probably haven’t updated your CV in a while, given how busy work has been. Use what you have or, if you have any questions, please contact Greg on (phone number removed) or greg.wyatt at bwrecruitment dot co dot uk.
Compensation and benefits
Because IFAs are paid in various ways, from salaried roles to self-employed earnings, we will tailor the package around your needs. For example, this could be a basic salary in the range of £60k to £100k - it will be attractive, fair and commensurate with your capability.
If you have clients you can bring with you, you will be compensated for this too.
Other details you may want to know
You’ll be based at their offices in Mayfair – where they hold their client meetings.
Should you have a non-compete agreement, we will help you work through this to ensure there are no issues.
Application process
I am retained exclusively on this vacancy and will want to ensure you have everything you need to make the right decision. You won’t be messed around.
This will be a two-stage interview process:
* Initial ‘getting to know you’ cultural interview
* Panel interview with presentation
We are flexible with timeframes and can move forward quickly or wait for the right person.
Each application will receive a reply within three working days
Reference: 222337921
https://jobs.careeraddict.com/post/95382965
Senior IFA / Financial Planner
Posted on Sep 17, 2024 by CV-Library
Mayfair, Greater London, United Kingdom
Sales
Immediate Start
£60k - £100k Annual
Full-Time
You loved what you do, now work isn’t the same.
As an IFA/Financial Planner you give the right advice to HNWI and their families, through tailored support that meets their unique circumstances and goals.
You enjoy sales because it enhances your clients’ lives, not just because it adds to the bottom line.
But things have changed and now you find yourself in a structure that puts profit first, constraining your work through transactional KPIs. Or perhaps you’ve reached a glass ceiling, and career progression isn’t on the table.
For you to think about a move, it would have to be with a company that shares your priority of putting clients first, while being bold enough to scale and evolve in the right way.
You’ll be taking over as Head of IFA Sales from their CEO, freeing him to work on strategy. He’ll trust you to share his values around excellence, trust, family and listening, building towards their growth plans.
And where you don’t have to do the legwork, fully supported by a professional team who’ll get the job done. They’ve been judged a top 1% UK wealth management firm by FT Advisor through their independent research, with funds under management of around £250m.
As you embed in the business in this senior, autonomous role you’ll have the opportunity to grow your sales team.
An impactful career opportunity, for you and the business, where you’ll be a key part of their future.
I can give you full insight into the role, culture, and context before confirming your interest. Any conversation we have will be fully confidential.
About you
* A qualified IFA / Wealth Manager, you may be a Chartered Financial Planner or working towards it
* You enjoy sales and providing the right advice to your clients
* You might be looking for a step up, or already head up a sales team – we are open-minded about what your experience may look like
* You probably haven’t updated your CV in a while, given how busy work has been. Use what you have or, if you have any questions, please contact Greg on (phone number removed) or greg.wyatt at bwrecruitment dot co dot uk.
Compensation and benefits
Because IFAs are paid in various ways, from salaried roles to self-employed earnings, we will tailor the package around your needs. For example, this could be a basic salary in the range of £60k to £100k - it will be attractive, fair and commensurate with your capability.
If you have clients you can bring with you, you will be compensated for this too.
Other details you may want to know
You’ll be based at their offices in Mayfair – where they hold their client meetings.
Should you have a non-compete agreement, we will help you work through this to ensure there are no issues.
Application process
I am retained exclusively on this vacancy and will want to ensure you have everything you need to make the right decision. You won’t be messed around.
This will be a two-stage interview process:
* Initial ‘getting to know you’ cultural interview
* Panel interview with presentation
We are flexible with timeframes and can move forward quickly or wait for the right person.
Each application will receive a reply within three working days
As an IFA/Financial Planner you give the right advice to HNWI and their families, through tailored support that meets their unique circumstances and goals.
You enjoy sales because it enhances your clients’ lives, not just because it adds to the bottom line.
But things have changed and now you find yourself in a structure that puts profit first, constraining your work through transactional KPIs. Or perhaps you’ve reached a glass ceiling, and career progression isn’t on the table.
For you to think about a move, it would have to be with a company that shares your priority of putting clients first, while being bold enough to scale and evolve in the right way.
You’ll be taking over as Head of IFA Sales from their CEO, freeing him to work on strategy. He’ll trust you to share his values around excellence, trust, family and listening, building towards their growth plans.
And where you don’t have to do the legwork, fully supported by a professional team who’ll get the job done. They’ve been judged a top 1% UK wealth management firm by FT Advisor through their independent research, with funds under management of around £250m.
As you embed in the business in this senior, autonomous role you’ll have the opportunity to grow your sales team.
An impactful career opportunity, for you and the business, where you’ll be a key part of their future.
I can give you full insight into the role, culture, and context before confirming your interest. Any conversation we have will be fully confidential.
About you
* A qualified IFA / Wealth Manager, you may be a Chartered Financial Planner or working towards it
* You enjoy sales and providing the right advice to your clients
* You might be looking for a step up, or already head up a sales team – we are open-minded about what your experience may look like
* You probably haven’t updated your CV in a while, given how busy work has been. Use what you have or, if you have any questions, please contact Greg on (phone number removed) or greg.wyatt at bwrecruitment dot co dot uk.
Compensation and benefits
Because IFAs are paid in various ways, from salaried roles to self-employed earnings, we will tailor the package around your needs. For example, this could be a basic salary in the range of £60k to £100k - it will be attractive, fair and commensurate with your capability.
If you have clients you can bring with you, you will be compensated for this too.
Other details you may want to know
You’ll be based at their offices in Mayfair – where they hold their client meetings.
Should you have a non-compete agreement, we will help you work through this to ensure there are no issues.
Application process
I am retained exclusively on this vacancy and will want to ensure you have everything you need to make the right decision. You won’t be messed around.
This will be a two-stage interview process:
* Initial ‘getting to know you’ cultural interview
* Panel interview with presentation
We are flexible with timeframes and can move forward quickly or wait for the right person.
Each application will receive a reply within three working days
Reference: 222337921
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