We are currently representing a market leading wealth advice and investment management business. Winners of numerous industry awards and recognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and strong market presence.
Due to the current acquisition of a national wealth management firm they are now on the hunt for high calibre financial planners. The acquisition has increased its client referrals through professional relationships that include prestigious Law and accountancy firms, the company is looking to attract new advisers to workout out of their Midlands based offices.
Attention to detail and professionalism are key to my client’s success, they have always operated on a fee basis, have an in-house investment management team, and full support in the way of highly qualified paraplanners and administrators.
What is on offer?
• Base salary between £65k-£100k dependent on experience
• Uncapped bonus
• Rewarding benefits package
• Strong investment proposition
• Full back office support
• Bespoke investment management
• Desk to work from
They are looking for professional individuals who are aligned to our client’s values of true holistic financial advice. Individuals who are chartered or working towards gaining chartered status will be of a high advantage, someone who can bring a good attitude to the team and act as a mentor to others will be welcomed. Candidates must also have expertise in dealing with HNW clients and a strong track record of previous business performance.