Job Description
Job Title:
Home Based Servicing Wealth Adviser
Location:
Staffordshire
Bryn McMillan Consulting Vacancy Ref:
W169IBMC
Remuneration:
OTE £50,0000 – £100,000
Overview:
An exciting opportunity for an experienced diploma qualified wealth adviser, or financial planner or IFA to join an established nationwide mortgage broker firm.
Working from home in the Staffordshire, you will receive 10 -15 high quality leads from the team of incentivised mortgage brokers a week, where clients are requiring advice on pensions and investments.
Main Duties:
A rare and exciting opportunity for an experienced wealth adviser or IFA or financial planner to join an established mortgage broker firm, working from home in the Staffordshire area.
Our client is a national mortgage broker firm consisting of both self-employed and employed fully qualified mortgage and protection brokers.
This team of mortgage brokers are financial incentivised, and the fact finds are structured to highlight areas of financial planning that needs to be reviewed. Receiving new leads and clients on a daily basis, as a wealth adviser you will work alongside a team of 10 – 20 fully qualified mortgage brokers.
Working closely with the team, as a wealth adviser or financial planner or IFA in the Staffordshire area, in all cases the full fact finds will have been fully completed, highlighting areas of financial planning that the clients should be aware of.
You will receive on average 10 – 15 high quality leads per week where the client will require full independent advice on protection, pensions, savings, and investments.
As well as receiving hot leads on a day-to-day basis from the mortgage brokers throughout the Staffordshire area, you will also have access to the largely untapped existing client base.
Key Skills:
Applications will only be considered from diploma qualified wealth advisers, financial advisers, or IFA’s, who have gained valuable experience offering whole of market advice on protection (including whole of life and long-term care) as well as pensions, savings, and investments.
The ability to work with professional introducers would also be a distinct advantage.
Summary:
Rare opportunity for experienced diploma qualified wealth advisers, financial planner, or IFA to join an established national mortgage broker firm, working alongside a team of 10-20 fully qualified mortgage brokers referring 10 – 15 high quality leads a week.
Contact:
Bryn McMillan
Managing Director
Bryn McMillan Consulting
Call me on 0203 927 2625 or email me at bm@brynmcmillanconsulting.co.uk or Register Here.