Job Title

Home Based Wealth Adviser – Guildford

  • Position:
  • Salary: £50000 - £100000 Bonus & Commission
  • Location: ,
  • Job ID: 02501
  • Applications: 0
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Required Skills:

Job Description

Job Title:

Home Based Wealth Adviser 

Location:

Guildford

Bryn McMillan Consulting Vacancy Ref:

W146IBMC 

Remuneration:

OTE £50,0000 – £100,000

Overview:

An exciting opportunity for an experienced diploma qualified wealth adviser to join an established mortgage broker firm in the Guildford area, offering new and existing clients whole of market advice on all aspects of financial planning including protection, pensions, savings, and investments.

Main Duties:

A rare and exciting opportunity for an experienced wealth adviser to join an established mortgage broker firm in the London area offering new and existing client’s whole of market advice on protection, pensions, savings, and investments.

Working alongside a team of 10 – 20 experienced and fully incentivised CeMAP qualified whole of market mortgage brokers you will deal with hot leads generated via the team.

Working closely with the team, 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 Guildford and Surrey 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 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 to join an established organisation working alongside a team of professional introducers dealing with hot leads on a day-to-day basis. 

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.

 

 

 

 

 

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Tags: Diploma Level 4, Guildford, IFA, Independent Financial Adviser, Surrey, Wealth Adviser, Wealth Advisor

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