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Wealth Manager - High Value Clients

Posted 5 January by Exchange Street Financial Services Easy Apply Ended

Exchange Street is currently working with an ambitious wealth management practice as they look to grow the business throughout 2014. Offering full support with clients, administration and paraplanning along with an attractive remuneration package and additional bonus based on the firms performance, this is a genuinely exciting opportunity for advisers who need a little help to achieve their goals.

With access to an existing base of around 1000 warm clients and a further 5000 orphan clients along with professional connections and telemarketing support, the role is ideally suited to hard working advisers who are keen to maintain a full diary and conduct 8-10 appointments per week. Typical clients will include City bankers, Lawyers, Accountants and Management Consultants with earnings of £100,000 to £1,000,000.

Successful applicants will hold current competent adviser status and SPS with a commitment to continued study beyond the minimum diploma qualification. The role will suit both experienced IFAs and consultants previously based within banking environments.

Remuneration can be either fully employed with a low validation threshold or a slightly more attractive self employed option offering c70% on revenue generated with all costs of paraplanning, office space, IT, PI cover and licenses covered by the practice. The firm expects all advisers to be earning c£100,000 by year 3.

Required skills

  • Existing Clients
  • Financial Services
  • Wealth Management
  • Financial Adviser

Reference: 25118124

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