Financial Adviser / Wealth Manager

Posted 11 September by Exchange Street Financial Services
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This is a fantastic opportunity for advisers who would like to work for one of the best regarded firms in the UK market with the stability of an attractive salary package and an achievable bonus structure. Our client, established over 100 years ago and with a national office network, is looking to recruit an experienced Financial Planner to work with and develop a client base of approximately 200 individuals in the London/South London area.

Clients are generally high value and approaching retirement and hold a long standing relationship with the business. In addition to servicing existing clients, consultants are also expected to possess a commercial focus and identify new business when opportunities arise. The support on offer is first class, with a dedicated technical support function including diploma qualified paraplanners in place at the regional office.

The role offers an attractive salary up to £110,000 plus a company car and excellent benefits. There is also and a generous bonus available with advisers targeted on both client retention and new business that will enable top preforming consultants to earn well over £100,000.

Successful applicants should have a good understanding of investment management, tax mitigation (e.g. IHT planning, trust work etc) pensions and protection planning along with a demonstrable track record of performance against target. In addition, current FCA authorisation for regulated financial planning is essential alongside a Level 4 qualification and Statement of Professional Standing. The company though are particularly keen to speak with Chartered Financial Planners.

For further information regarding this exciting vacancy or a confidential discussion about the other high profile roles in the region, please apply here or contact Exchange Street.

Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • financial adviser

Reference: 34594624

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