Job Information

An exciting opportunity to join a highly successful, Professional firm of Wealth Managers to HNW Individuals and corporate clients. Based in Sale, Manchester, established for over 20 years with a remarkable reputation.

Due to expansion, they require a regulated Financial Advisor, CF30, Diploma 4, to join the team

You should have a broad knowledge of full holistic planning. Investments, Pensions, assurance, and protection.

Salary in the region of £60,000 basic plus commission on new and repeat business. Figures can be discussed on application.

·         Employed Financial Advisor

·         £60,000 Basic Salary

·         Un-capped bonus

·         Existing client bank provided

·         Access to new leads and clients

·         Back-office support and Paraplanning 

Expected Attributes: 

·         Build strong relationships to retain existing clients

·         Generate new business and build introducer relationships

·         Maintain and update knowledge of regulations, practices, and financial products

·         Able to build up a long-term client book

·         Able to build your recurring income

·         Manage your own diary 

•    Working from home with office visits

Please contact Cameron James or apply online for further information