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Financial Adviser

Posted 5 January by Accountancy Divisions Limited Ended

Financial Divisions are currently working with a leading Wealth Management Firm based in Chester. The firm are going through an extensive period of growth and seeking to add a Financial Adviser to their successful team. The firm offer a great environment, support and infrastructure allowing Financial Advisers to grow their client book.

As a Financial Adviser you will typically have access to clients with around £500k - £1m to invest and be responsible for working closely with the Paraplanners and Financial Planning Administrators to provide a strong financial plan with access to the wider firms broad array of financial products. You will be responsible for expanding your client bank through referrals and leads provided by the firm as well as your own networking and business development activities and will be generously rewarded in a quarterly bonus scheme dependent on the revenue gained from your client portfolio.

As a Financial Adviser you will be a minimum of level 4 qualified or Chartered with a strong background in wealth management in either an IFA or Wealth environment. Ideally you will also have a moveable client bank with revenue of anywhere from £5m AUM upwards.

For consideration please forward your CV to Mark Flannery at Financial Divisions

Reference: 34149802

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