FinancialAdviser,Grantham
£55,000-£70,000+Bonus+EmployerPension+Benefits
AreyouanexperiencedFinancialAdviserlookingforagenuinelong-termopportunitywithagrowing,independentwealthmanagementbusinesswhereyoucaninheritanestablishedclientbankandplayanimportantroleinitssuccessionstrategy?
Thisisanexcellentopportunitytojoinanestablishedindependentwealthmanagementbusinesswith10offices,approximately£175minassetsundermanagementandastrongtrackrecordoforganicgrowth.
Aspartofitscontinuedexpansion,theyarelookingtoappointanexperiencedFinancialAdvisertotakeresponsibilityofanestablishedclientbank,withtheopportunitytogrowthissubstantiallythroughnewbusinessandlocalreferrals.
Thebusinesshasastrongfocusondevelopingadvisersfromwithin,withfurtheropportunitiesexpectedassenioradviserstransitiontowardsretirement.
TheRole
- Manageanddevelopanestablished£10mclientbank.
- Deliverhigh-qualityfinancialadviceacrosspensions,investments,retirementplanningandwealthmanagement.
- Takeresponsibilityforclientrelationshipsandastructuredhandoverfromexistingadvisers.
- Developnewbusinessthroughlocalnetworking,referralsandthefirm'sestablishedofficenetwork.
- BuildstrongrelationshipswithclientsacrossGrantham,Newarkandthesurroundingarea.
- Playakeyroleinthefirm'slonger-termsuccessionstrategy.
- Developyourcareerwithinagrowing,independentwealthmanagementbusiness.
ThePerson
- ExperiencedFinancialAdviserwithstrongpension,investmentandretirementplanningknowledge.
- Confidentmanaginganestablishedclientbankindependently.
- Commerciallyminded,withanappetitefornewbusiness.
- Strongclient-facingandrelationship-managementskills.
- Level4qualifiedasaminimum.
- Willingtotravelacrossthelocalareatomeetclients.
#J-18808-Ljbffr
