South West London preferred · remote UK-wide considered

AR Recruitment; Greater London; Hybride; GBP 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Back-up support

Admin support

Marketing help

Extra leads

Paraplanning support

Résumé du poste

AR Recruitment seeks a self-employed wealth adviser for an established wealth management firm. You will generate your own business with strong networking, supported by admin, marketing and paraplanning as production increases. South West London is preferred, but remote advisers anywhere in the UK are considered.

You keep 70% on self-generated business and 50% on firm-supplied leads; monthly adviser fees and PI are covered, with ongoing support to grow your book.

Qualifications

• Regulated, experienced financial adviser with Level 4 qualification.
• Strong networking and self-generation abilities to generate own business.
• Ability to bring own clients or a clear plan to build them.

Responsabilités

• Advise clients as a self-employed wealth adviser within an established firm.
• Develop and manage your own book of business or build one with provided leads.
• Utilise back-up support, admin, marketing help and paraplanning as production grows.

Connaissances

Regulated adviser

Networking

Self-generation

Client acquisition plan

Formation

Level 4 qualified

Description du poste

Self-employed wealth advice role for financial planners who generate their own business and want proper back-up.

A self-employed financial planning role with an established wealth management firm. You keep 70% on business you generate and 50% on leads the firm supplies, after network retention. The firm pays your monthly adviser fees and PI, and you get admin support, marketing help, extra leads and paraplanning support at higher production levels. South West London is preferred, but remote advisers anywhere in the UK are considered. There is no fixed headcount.

What you'll need

• Regulated, experienced financial adviser, Level 4 qualified


• Strong networking and self-generation


• Your own clients or a clear plan to build them

What's on offer

70% on your own business, monthly adviser fees and PI covered, admin and marketing support, additional leads, paraplanning support at higher production levels.

Package: 70% on self-generated business; 50% on firm-supplied leads; monthly adviser fees paid by the firm