Job Information

Our clients are growing extremely quickly and require a Senior Financial Advisor to take on an existing client bank/portfolio.

Should be a minimum of level 4 who is happy to take further qualifications. SPS/CAS

Role: Senior Financial Adviser/ Wealth Manager:  This is a hybrid role combining the servicing & developing an existing portfolio of private clients with the ability to develop new clients using our business development strategies. 

Earnings:  Base Salary £50k to £70,000 negotiable depending on experience, PLUS Performance Bonus linked to productivity.  (Salaried OR Self-Employed options).  Anticipated OTE is £100k

Established Client Base

Home counties/North London

Business Development

Your objective will be to develop additional opportunities within these clients. This includes selling through the family generations, gaining referrals, building introducer relationships and acquiring introductions into centers of influence.

You will also run client servicing events to further develop your client portfolio.  You will be provided with practical business development support including your own marketing budget.