Independent Financial Adviser - No Targets!

Posted 5 days ago by Reed Insurance Easy Apply Featured
I am currently working with a Surrey based fully independent financial planning firm, who have an opportunity for a financial adviser to join their team.

Due to continued expansion and abundance of leads, they are looking for an adviser to come on-board to service existing clients, as well as the overflow of leads on offer. The majority of leads come through referrals, although they also have direct leads through their website as well as close relationships with Solicitors, Accountancy firms, and even sponsor a national football team.

Providing mainly personal advice primarily on pensions, investments and wealth management as well as some corporate advice, you will be provided with:

- Starting salary of £35-50k dependent on experience.
- Average client size £200-300k
- Approx. 50 Clients to take over with scope to increase to 150 with leads provided
- No need to bring a client bank
- No need to hunt for leads
- No targets to hit
- Admin and Paraplanning support provided
- Bonus linked to company performance

This is a fantastic opportunity for a candidate looking to get away from highly targets driven environments, or who values the consistency offered within this role. Given that this is not a targets driven position there are no bonuses linked to business written, however a bonus linked to company perfomance is in place,  and the stress of hunting for leads will never be an issue.

If you are a level 4 diploma qualified financial adviser and would like to discuss this further please get in touch ASAP!

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33645643

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