Wealth Manager

The City
£50,000 - £59,999
18 Nov 2019
24 Nov 2019
Contract Type
Full Time
Financial Adviser / Wealth Manager - London City - Employed / Self Employed - Office + Work from home.

My Client is an extremely successful, expanding Wealth Management business with access to a highly rewarding and exciting marketplace.

They have built on their foundation over the last 10+ years to become one of the most award winning chartered firms in the area.

They have a great marketing presence including exposure to over 5 Mainstream media companies.

They offer Autonomy, flexibility and full award winning support.

If you like what you are reading and you are one of the following, then my client would to like to talk to you -
  • An existing Financial Adviser wondering what more there is and looking for a long term future.
  • A client facing professional with DipFA/DipPFS (or equivalent).
  • A self-employed adviser with an existing client bank who could benefit with the right help to grow their business by having a support, admin and compliance network in place alongside an award winning name.
  • Adviser with a book of business on a poor fee split - My client works on 60%+ depending on the value of your proposition.
  • A wealth manager or Adviser who wants the flexibility to work from home for the majority of the month and actively continue to work on the clients in their area.

What do you get?
  • Exceptional personal and professional development
  • A proven business model and service that is highly valued by their clients and existing Advisers.
  • Full back office, marketing, and technical support,
  • A consistent track record of developing successful, professional Financial Advisers
  • The opportunity to create personal capital value.

In return we are looking for individuals who are:-
  • Goal Oriented
  • Ambitious
  • Resilient
  • Entrepreneurial
  • A People person
  • Client Focussed