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Employed Independent Financial Advisers

Posted 18 January by Exchange Street Financial Services Easy Apply Ended

Exchange Street is currently working with one of the leading independent practices in the UK market as they look to continue growing the team throughout 2014. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs, this forward thinking organisation has continued to build on its success by recruiting quality individuals throughout their branch network.

As part of a structured recruitment plan they have identified opportunities for additional advisers in Newcastle, Hull, Sheffield and Liverpool. With strong professional connections and company-wide marketing initiatives in place, consultants benefit from a regular supply of new leads although a small transferrable client bank will be required to help the successful candidate achieve target in the early stages of employment. In addition, the role is fully supported by both paraplanners and technically competent administrators, allowing the incumbent the opportunity to focus most of their time in a relationship management or advisory capacity.

Successful applicants will be level 4 qualified with a current Statement of Professional Standing as a minimum while advancement towards chartered status will be viewed favourably. In return, remuneration consists of an attractive basic salary, car and benefits package and an achievable bonus structure allowing consultants to earn considerably more.

For further information and a confidential discussion about this position, please attach your CV or contact Robert Perry or Andy Taylor at Exchange Street.

Required skills

  • Financial Planning
  • IFA
  • diploma

Reference: 24656146

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