Employed Financial Adviser - Clients and Leads

Posted 23 October by Resource Matters Ltd
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An exciting opportunity has arisen to join a newly formed financial planning company. The company is headed up by a well known and very successful Financial Services Professional.

You will be home-based and be provided with some leads from acquisitions that are progressing to completion and Leads from active marketing. It is expected that you will be a DipFS, pro-active individual with a track record and the ability to network to develop your own leads and possibly have some clients of your own.

In terms of package, you will be provided with a salary of c £40k and this will increase as production and your own personal profit centre increases. You will be provided with the tools, technology, compliance and administrative support to conduct business. In addition to a competitive package, there will be share options to recognise your contribution to company growth.

Required skills

  • Financial Services
  • Wealth Management
  • Independent Financial Advice

Reference: 41232703

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