Wealth Adviser - Self employed with leads provided

Posted 25 January by Exchange Street Financial Services

Exchange Street is currently working with an ambitious wealth management practice as they look to grow the business for 2017. Offering support with generating new clients, administration and paraplanning along with an attractive remuneration split, this is a genuinely exciting opportunity for advisers who are looking to develop both their experience and earnings potential.

As an established firm with a fantastic reputation in the region they regularly receive new business enquiries that are passed on to advisers and have a large existing client base that can be allocated to consultants who need a head start. There is also considerable support available for marketing to enable proactive consultants to develop their own connections. Advice is across all product areas and bonus is paid on both initial and ongoing advice fees. All set up costs, PI cover and licenses are covered by the practice and the firm expects advisers to be earning in excess of c£100,000 by year 3.

Successful applicants will hold current CF30 status and an up to date Statement of Professional Standing along with a commitment to continued study beyond the minimum diploma qualification. The role will suit both experienced IFAs who are looking to build upon what they have and ambitious, new business focused advisers who have the drive to be successful but not a transferable client base.

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

Required skills

  • Existing Clients
  • Pensions
  • Wealth Management
  • High Net Worth Individuals
  • Investment Advice

Reference: 30777914

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