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Financial Planner - Leads provided (Chartered firm)

Posted 5 January by Exchange Street Financial Services Ended

Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services and can pass on leads/clients.

The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate.

Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities and ongoing leads. The firm offers excellent technical support with dedicated administration and paraplanning teams (many of whom are Chartered) meaning that each consultant can maximise their time in front of clients.

To be considered applicants must have the diploma as a minimum and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage.

The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitme

Exchange Street is a specialist in Financial Services recruitment working with regional and national financial planning, investment/asset management and employee benefit companies at all levels. We have extensive experience recruiting across a wide variety of roles including Independent Financial Adviser, Investment Manager, Business Development Manager, Trainer, Financial Consultant, Broker Consultant, Wealth Manager, Private Banker, Sales Manager, Chartered Financial Planner, Employee Benefits Consultant, Corporate IFA, Investment Analyst, Compliance Officer, T&C Consultant, Paraplanner, Administrator, Sales Support and Account Manager.

Required skills

  • Financial Planning
  • Wealth Management

Reference: 31253541

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