SonicJobs Logo
Login
Left arrow iconBack to search

Financial Adviser

Ferguson Dean
Posted 2 days ago, valid for 13 days
Location

Redcar, Redcar and Cleveland TS10, England

Salary

£60000 - £70000/annum Bonus at 40

info
Contract type

Full Time

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • An opportunity has arisen with a leading national Wealth Management firm seeking an Adviser to manage an inherited portfolio of 200k in recurring income.
  • The firm consists of three advisers and offers dedicated paraplanning and administrative support for its team.
  • The ideal candidate should have at least a CII Diploma, with a preference for those working towards Chartered status.
  • The position offers a salary of 60k, with an additional bonus of 40% for performance above the threshold.
  • Candidates are expected to have a collaborative approach to manage ongoing business and seek new opportunities within the client book.

An opportunity has arisen with the regional hub of a leading national Wealth Management firm. This three adviser firm have dedicated paraplanning and administrative support. Due to an adviser with over 500k in recurring income retiring next year they are looking for an Adviser to join them and take over 200k of this business. The portfolio presently has around 100 clients in it. The focus is on management of the portfolio but also new business, although as a mature business in the region there is regular business referred into the practice.

About the Company

Three adviser firm providing full paraplanning and administrative support.

About the Role

Manage 200k of ongoing business inherited while working within a supportive team environment.

Responsibilities

  • Oversee ongoing business management.
  • Provide paraplanning and administrative support.
  • Actively seek new opportunities through the client book and external development.
  • Work in a collaborative nature to ensure that all clients are serviced and new business opportunities maximised.
  • Working with the larger group as required.

Qualifications

  • CII Diploma and ideally working towards Chartered but not essential

Pay range and compensation package

Salary 60k basic with a bonus of 40% above threshold.

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.