Stoke-on-Trent
A rapidly-expanding wealth management practice are looking for a Stoke-based financial adviser to join their client-facing team.
Location – Stoke-on-trent, UK – field based
Salary – up to £80,000 dependent on experience + company bonus + commission
Duration – Permanent, full time
The business has recently completed an acquisition and there will be clients to inherit upon arrival – these will predominately based in South Cheshire, Staffordshire and Birmingham. You will be field-based with sporadic travel to the office (South Manchester) and then be expected to meet clients, both in person and virtually.
Given the level of business, you will not need to bring clients with you however if you do have some, these will be ring-fenced.
Key experience the business are looking for is experience dealing with HNW clients (£250,000 FUM upwards) and experience retaining/growing clients which have been passed to you. Cashflow modelling is also a key element of the proposition so strong knowledge in this area will also be advantageous.
Benefits
- 25 days holiday + bank holidays
- 5% match employer pension contributions
- remote/hybrid working
- industry-leading bonus/commission scheme, including company quarterly bonus scheme
- laptop & mobile phone provided
- full back office support from experienced Paraplanners and support staff
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, Financial Adviser, CII, CISI, DipPFS, chartered, Wealth Consultant