Financial Adviser
Full job description
Consensus HR
Salary: £48,000 per year
Our client is continuing to grow and are looking for the right Financial Adviser to join their team asap.
The Adviser will join the team with the aim of assisting with the servicing of a client bank as well as bringing new clients on board from Marketing activities and existing connections. A support team will be provided to ensure client appointments, meeting preparation, suitability letters and business submission are handled by our in-house Wealth Administrators, however it is expected that the successful candidate will take the time to learn how to use the relevant systems.
Exceptional client service will be their main focus along with providing dependable, trusted and expert financial advice to existing and new clients.
This role is ideally suited to an individual who wishes to work on a self-employed basis.
* Self-employed status: Subject to the needs and profile of the candidate, there is an option to receive an initial interim monthly payment for up to 6 months in role. 70/30 IAF/OAF on new business generated from new opportunities; Self-Employed Annual Salary OTE £48,000 plus (example based on £100K generated new fees equally weighted from new business and practice generated opportunities).
* Employed status: There is an option for the right candidate to be employed on a salary of up to £48,000 per annum. Bonuses shall be payable at a rate of 40% once salary has been covered by 1.25x annual advisory fees on new business (IAF) – Employed Annual Salary OTE £60,000 (example based on £100K generated new fees)
Self-employed will benefit from building their own funds under management and therefore recurring annual fees.
* Technology support – iPhones and a wide array of technology to support with all aspects of running a client portfolio and developing FUM shall be provided.
* Hours of work – Full time 8.30am to 5.30pm Monday to Friday. Some clients may wish to meet outside these hours, and this will need to be accommodated. Also, a team meeting at 8.00am once a week is required to attend.
* Location: Office based where necessary (office is in Silsoe, Bedfordshire MK45) but this is a role where you will need to travel to see clients so you will be expected to manage your own working schedule.
This is genuinely a fantastic opportunity to join a successful and professional team in a Financial Adviser capacity. If you are an existing Financial Adviser looking for a new challenge, we look forward to hearing from you. To apply for this role or for further information, please.
No recruitment agencies please.
To apply for this job please visit definitejobs.co.uk.