Job Title

Wealth Adviser – Grantham

  • Position:
  • Salary: £40000 - £50000 Pension, DIS, Bonus - OTE - £70,000
  • Location: ,
  • Job ID: 02833
  • Applications: 0
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Required Skills:

Job Description

Overview:

An opportunity has arisen for an experienced wealth adviser or IFA to join an established financial services company with an existing team of IFA’s, mortgage brokers and administration staff.

Working in the Grantham area, you will have unlimited access to the existing client base as well as receiving fresh leads via, referrals, marketing, social media, purchased leads as well as various introducers.

Main Duties:

With the flexibility to work from home or the office to suit your own diary and the needs and requirement of the clients you will offer the new and existing client’s advice on protection, pensions, savings, and investments.

As well as new leads received on a regular basis you will have unlimited access to the companies existing client base who require advice, as well as offering regulated advice, you will assist the clients in transferring their existing financial products to one platform.

You will be responsible for managing your own diary and speak to the new clients as soon as the referrals are passed over.

Key Skills:

You must be a level 4 diploma qualified wealth adviser or IFA or financial adviser and be experienced in offering advice on protection, pensions, savings, and investments.

You must be disciplined to work from home, manage your own diary and be flexible to meet your clients’ needs and requirements.

A clean credit history along with no criminal convictions and a full UK driving licence is also essential for this role.

This role would suit an experienced wealth adviser, IFA or financial adviser who require a basic salary, unlimited access to a client base and team environment.

Summary:

An outstanding opportunity for an experienced wealth professional who is looking for additional clients, a basic salary, and a team atmosphere.

Job Title:

Wealth Adviser

Location:

Grantham

Remuneration:

Basic salary to £50k plus benefits, OTE £70k 

Bryn McMillan Consulting Vacancy Ref:

MJ1224WBMC

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: Grantham, Independent Financial Adviser, Investment Advice, Level 4 Qualified, Wealth Adviser, Wealth Advisor

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