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Financial Adviser - Inherit £60m FUM

Financial Adviser - Inherit £60m FUM

Posted 4 June by REED Insurance Easy Apply Ended
My Client is a brillaint chartered independent financial advisory firm that is looking for another adviser to join the team.

They have an amazing proposition for an adviser to work alongside one of their senior financial advisers, with a view to eventually taking on the high value bank of clients (roughly £60m FUM made up of roughly 100 clients).

They deal with HNW clients and have a number of lead sources, however their reputation means that the majority of leads come from referrals. Typically all of their clients have a minimum of £500k.

- Starting salary £40-60k dependent on experience

- No need to bring clients

- Recurring income counting towards bonus.

- With recurring income from client banks; £100k in new business per year would
  translate to earning £165k per year.

- Support for exams towards chartered status.

- Equity stake after 7 years’ service


The first year will see you shadowing the senior adviser on meetings with clients and getting to know their needs, as well as assisting with anything that is required with the servicing of these clients and leads. After the first year you will take the reins and will conduct all meetings and service all of the clients’ needs under the guidance of the senior adviser. At the end of the second year you will inherit a client bank of c£60M FUM with a recurring income of £600k which will count towards targets and bonus.

They are looking for an individual who has some advisory experience and has started to make progress towards chartered status.
This is an incredible opportunity for an adviser to join a chartered firm, with huge amounts of support, as well as having a large client bank to inherit once familiar and established with the company.

If you are interested in applying for this role please get in contact ben.bransburyhare@reedglobal.com 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34831990

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