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Financial Adviser - Clients Provided

Posted 2 February by Exchange Street Financial Services Easy Apply Ended

Exchange Street is currently working with a growing national financial planning practice as they look to recruit additional experienced consultants in key locations around UK. Following a restructure they have identified approximately 30,000 existing clients to be distributed to new advisers with client hot-spots in the South East, South West, Midlands, North West, Yorkshire and Northern Ireland.

All positions are field based with back office functions and administration provided by the regional offices. On joining new advisers will be provided with approximately 100 clients while a support team member will work through another 100 clients to identify new business opportunities and book appointments. Additional clients will be made available to advisers on an ongoing basis.

The role will suit an ambitious and self motivated adviser, looking to take control of their own career by joining an organisation which understands their needs and provides the necessary support for them to achieve their goals. Offering an attractive % on all income (both new business and trail) with flexible exit strategies for retiring consultants, the deal will represent an attractive proposition for those looking to take their first self employed role or experienced self employed advisers looking to add to their client base.

Applicants should hold level 4 qualification along with current CF30 status and Statement of Professional Standing.

Required skills

  • Financial Planning
  • Financial Services
  • CF30
  • Financial Adviser

Reference: 25084908

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