Financial Adviser (Wealth Manager)

Posted 20 September by Exchange Street Financial Services
Easy Apply

Building a high net worth client base is difficult. It requires focus, prospecting skills and the ability to quickly build relationships with often demanding individuals. So if you are going to do it, make sure you work for a firm that will genuinely support your efforts and properly reward them.

This FTSE250 business provides you with the advantage of working for a very strong brand, access to introducers from the wider organisation (finance/banking) and a firm commitment to the best quality administration and paraplanning support.

It has proven adept at satisfying the needs of wealthy clients and building introducer relationships with accountants and solicitors, so provides the framework for each new adviser to be very successful.

And the reward structure is genuinely market-leading (our client worked with an outside agency to ensure it was so). Salaries up to £90,000, an attractive annual bonus scheme and an additional bonus scheme that pays a percentage of assets under management brought in (which could be extremely lucrative). There is even a buy-out scheme that provides for a long-term exit strategy.

If you have a strong track record of billing, first-class new business skills and the desire to be Chartered (if you are not so already) then contact us to explore this opportunity further.

Required skills

  • Financial Planning
  • Financial Planners

Reference: 28618691

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