Financial Advisor ( Employed)

Recruiter
Anonymous
Location
Oxford
Salary
35000.00 - 60000.00 GBP Annual + GBP35000 - GBP60000/annum
Posted
16 Jun 2017
Closes
14 Jul 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Are you an experienced Financial Adviser looking to work closely with an accountancy firm whereby you will receive regular referrals to provide independent financial planning advice to HNW individuals and business owners?

The Company

This well respected independent financial advisory firm specialises in working closely with accountants and other professional firms to provide financial planning and wealth management to their private clients and businesses. They have developed close relationships with a large number of firms across the UK and are continuing to develop their team of IFA's to service each office.

Clients and business opportunities

Due to their close relationships with their accountancy firms, you will be able to work from their offices in Oxford and High Wycombe. They have an existing Adviser in place who has developed a sizeable client bank, thus reaching capacity. Their clients are mainly HNW individuals and owner managed business. Therefore, you will be able to join a model that is proven to work, with plenty of new business opportunities for a new IFA to join their team, plus scope to receive a small existing client bank to build upon. Through maintaining close relationships with the accountants, you will regularly receive qualified referrals for their corporate clients and business owners, which have a typical conversion of 90%.

Support

Full support provided including:

Administration and paraplanning support from their central team, enabling their Independent Financial Advisors to concentrate on client advice and business development
Web-based back-office system
Training and mentoring from an experienced Management team to maximise business from professional connections
Marketing literature and targeted marketing support to promote your services and generate new business
Requirements to be considered

In order to be considered for this excellent opportunity, individuals must be qualified to minimum Level 4 Diploma in Financial Advice and have a proactive attitude and keen to develop. Due to clients provided, no transferable clients required.

Benefits

Salary of GBP30,000 - GBP40,000 plus GBP400pm car allowance, 4x DIS, 23 days' holiday plus bank holidays, plus 1 day extra holiday for each quarter that salary validation is achieved, pension of 5% matched and all business expenses reimbursed (mileage, entertaining, travel etc)
Monthly bonuses paid over validation therefore OTE of GBP60,000 - GBP90,000+ pa
Their clients are mainly HNW individuals and owner managed business, which tend to have sophisticated financial planning needs and have a far higher average 'case size'
Due to their close relationships with professional accountants, their referrals have a circa 90% conversion
Opportunity to work from their accountancy offices and work from home
Locations

Can work from home and be regularly visible in their offices in Oxford and High Wycombe

Apply now or call David Fletcher Regional Recruitment Consultant on (Apply online only)

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