Financial Advisors wanted in the UK

Job Centre Location London City
Other Locations UK / EU
Company / Organisation Prestige IFA Jobs
Salary Basic + Commission
Job Type Agency Work
Start Date To be Confirmed
Contact Name Daniel Van Niekerk
Job Reference London01
Posted 08/07/2018

Job Description

My UK client is a growing business and wants to bring on board the top Financial Advisers in the industry to help offer their clients the best service possible. To make that possible they  have put together some of the best packages available for Financial Advisers in the industry.

RESPONSIBILITIES:

  • Booking meetings with clients living and working in the EU or UK by actively networking and calling new contacts.
  • Meeting with your potential clients face to face in order to establish their financial dreams and goals.
  • After listening to your clients requirements, you will research the markets to find a suitable solution for them.  You will then present your proposal and take them on as a client.
  • You will review your clients portfolios every three months to ensure they are on track and make changes as and when required.


REQUIREMENTS:

  • This position would ideally suit experienced and qualified UK financial advisors and those with experience advising UK / EU clients and expatriates
  • This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager.  This is a challenging role but has amazing financial rewards.
  • You will have a minimum of 12 months experience as a Wealth Manager.


SELF EMPLOYED PACKAGE

  • Ongoing Fees - 75% Adviser split
  • Initial Fees - 75% Adviser Split up to £125k
  • Initial Fees - 100% Adviser Split above £125k
  • No further fees or costs to pay after 25% pay away.
  • Paraplanning, every file £150, full end to end process.
  • Access to their lead and appointment making services.
  • Bespoke designed backoffice system, just for their own advisers.

 Retain full ownership of your whole client book you introduce to the company. Any company introduced clients remain under company ownership. Ability to sell your client bank to us at any point.

Please note: This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for experienced and UK qualified investment advisors. Please only apply if you have the required investment experience and UK Level 4+ qualifications.

 

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