Financial Adviser


Details:
  • Salary: £35,000 - 50,000 - Annum
  • Job Type: Permanent
  • Job Status: Full-Time
  • Salary Per: Annum
  • Location: Wilmslow Cheshire East
  • Date: 2 weeks ago
Description:

Financial Adviser
Wilmslow
£35,000 - £50,000 basic + comms (£100,000+ OTE)
Hybrid working

This opportunity includes an existing £20million book of a business to work!

Yes, you heard that right… This is not selling you the dream, this is genuine!

This Wealth Management firm have too many clients to handle and therefore need to offset a £20million book of business for a qualified Financial Adviser to take over, and develop further with referrals and new business wins.

This book includes Group Scheme and standard Pensions, with a lot of the clients having been only offered a basic review in the past. Therefore, this individual coming in has the opportunity to win new business from the existing client base and further referrals – which would be a higher split for the commission and earning potential.

Overview:
- Hybrid Financial Adviser position
- £20million book of business to take over
- £100K+ annual OTE
- High Net Worth clients, meaning potential to tap into more business
- Car Allowance
- Market leading company benefits

Requirements to be considered for the Financial Adviser opportunity:
- Minimum 18 months current experience offering Financial Advice
- Fully diploma qualified (Dip4)
- Ability to commute weekly to the offices in Wilmslow
- Evidence of successfully winning own business / referrals
- Financial Planning experience / knowledge (not simply just renewals)

This is a fantastic opportunity to earn some serious money and inherit a quality client base to work from. If you have the necessary experience, then apply or contact Sam at HEAT.

Unfortunately CVs without the necessary experience above will not be contacted / considered.

#LI-SH1

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