Having worked with this highly successful Chartered firm of Wealth Managers for nearly 10 years, we have seen them grow both organically and via acquisition, placing a number of staff with them, all of which are still there and enjoying their roles. They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for additional staff.
One of the roles we are currently helping them to recruit for is a Financial Adviser that can take over part of the founding Advisers book of business, as they have too many clients to effectively manage now. If you enjoy the client interaction and providing a quality and transparent service, but don't enjoy the new business development side of the Financial Adviser role, then this would be an excellent move for you.
They are looking for someone to work closely with the Partner, who is keen to provide his clients with a proper handover, as he has built some very close and personal relationships with them. The clients are a mix of people at and post retirement, accumulators, and owner managers of local SME firms. They provide advice on Investments, Pensions, Protection, Trusts and Estate Planning and are happy to support any skills gaps or additional technical training that is required. Our client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure that will pay 35% above validation on all income that is generated. They can also offer the flexibility to be more home than office based and provide full Paraplanning support.
If you are level 4 diploma qualified and have at least 1 year's solid experience of working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. For more information, please contact John Whitehead at Financial Divisions