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Premier Jobs UK Limited
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Bradford, West Yorkshire
Financial Adviser
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Are you an experienced Financial Adviser looking to join a proven model on how to build a strong income producing client bank? The Company This established firm of Financial Advisers has ambitious growth plans for client acquisition and Adviser recruitment. The Group is doing extremely well with continued positive success. They are looking to expand their current team of 12 Financial Advisers. Clients and business opportunities as a Financial Adviser From undertaking a number of acquisitions and from organic growth, they have built up £600m of funds under management with majority from HNW clients Their dedicated Business Development Manager works closely with their Financial Advisers to create marketing / networking strategies. In addition, he will support you in approaching new professional connections to build referral relationships. Success of their current Financial Advisers They have grown a successful team of Financial Advisers that each joined with little of their own business, however by following the marketing strategy have grown strong income producing client banks Support You will benefit from a highly effective paraplanning and administration back-office support team based in Wakefield, West Yorkshire that supports their Financial Advisers with booking appointments, putting together meetings packs, LOA’s, carrying out fund research, preparing client reports and suitability letters - helping free up time in your diary to hold more client meetings Requirements to be considered as a Financial Adviser You should be an experienced DipFA qualified Financial Adviser with gravitas to build long-term relationships with HNW clients. Plus have ability to create a business plan on how to generate £60k and desire to be achieving over £100k per annum. Benefits Salary of £30,000 - £50,000 with review at 6 months OTE of £80,000 Plus self-employed option Ability to transfer your clients easily without moving their investment so that you can still retain fee income without disrupting them Operating within a highly respected network which guarantees your advice; helping to de-risk potential claims Self-generated clients are ring fenced on joining - plus an option can be built in to your contract for exit planning to obtain regular valuations on how your capital is developing The business does not micro-manage their team Hotspot Locations Bradford Derby Hull Leeds Liverpool Manchester Nottingham York Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.