Job Title

Home Based Wealth Adviser/IFA – Bournemouth

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Required Skills:

Job Description

Job Title:

Home Based Wealth Adviser 

Location:

Bournemouth & Poole

Bryn McMillan Consulting Vacancy Ref:

F151WBMC 

Remuneration:

OTE £55,0000 – £95,000

Overview:

An exciting opportunity for an experienced diploma qualified wealth adviser to join an established directly authorised wealth adviser firm in the Bournemouth and Poole area, working alongside a retiring IFA and offer my client succession planning.

Main Duties:

Working alongside a long-established wealth adviser, the successful applicant will have access to the existing loyal database of clients offering a smooth transition to your client bank.

Presently the wealth adviser is generating around £100k in fees and commission per annum. Our client is mainly investment bias, although offers advice on all aspects of pension advice.

Contacting the existing client bank, you will introduce yourself to the loyal clients and ensure that the continued excellent service is maintained.

Key Skills:

Applications will only be considered from level 4 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.

Possessing your own clients would also be a distinct advantage 

Summary:

Rare opportunity for experienced diploma qualified wealth advisers to join an established wealth adviser firm with access to the loyal existing client base.

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: IFA, Independent Financial Adviser, Investment Advice, Investment Adviser, Wealth Adviser

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