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Resource Matters Ltd
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Nottingham, Nottinghamshire
Financial Adviser - Client Bank Leads
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
A new vacancy has arisen for an Adviser to join a very established Wealth Management Practice that specialises in the Professional Practice Market. You will be provided with Client bank with recurring income and leads Enhanced terms for own clients Market-leading exit strategy where advisers own clients and company clients will be purchased at the same market rate Stability of a 30-year-old company with a succession plan in place and no fear of consolidation Excellent sales support from an efficient and loyal team The ability to become a partner in the business The Applicant A proven track record as an IFA or HNW Bancassurer A willingness to develop an existing client bank as well as progressing leads generated The ability to implement a wide range of bespoke financial planning strategies for private clients Aptitude to work in conjunction with their other professional advisers Chartered or working towards is preferred with Diploma as a minimum standard Statement of Professional Standing (SPS) and CAS The ability to deal with complex and challenging Ultra High Net Worth clients is also a prerequisite. You will have the ability to design a support infrastructure to suit your individual requirements in terms of client access, administration, home or office working and your financial package will reflect your production and support requirements.