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Adviser - Client Bank with existing FUM and agreed Renewable Client Income

Posted 6 March by Clark James Recruitment Easy Apply Ended

A highly respected, National Wealth Manager, is currently looking to recruit an experienced and proven Independent Financial Adviser to continue to deliver best advice to service an existing client base and develop new opportunities.

It is looking to hire a dynamic and proven Adviser who will provide whole of market advice to existing key clients and high net worth individuals within a sizeable and recently acquired client back.

You will be provided with genuine existing funds under management and ongoing client agreed remuneration alongside a number of other business revenues to utilise.

If you have existing clients and funds that are transferable, then they will be taken care of with a modern and comprehensive financial planning model, alongside a technical team of Paraplanners and an in-house compliance function.

You will have knowledge of Investments, Pensions, and associated products and able to deal with HNW individuals.

You must have a high level of technical product knowledge and be Diploma qualified and CF30 authorised. If you are studying towards Chartered status, this would be seen as advantageous.

Just as importantly, you must be professional, credible, with a proven track record in advice.

A genuine stand out opportunity and one that will suit you if you are looking to work for a very prestigious company.

An excellent employed package or self employed package, with high additional bonus potential and impressive benefits is on offer.

Required skills

  • Advice
  • Benefits
  • Compliance
  • Existing Clients
  • Financial Planning

Reference: 34619245

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