Job Title

Wealth Advisers – Hailsham

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Required Skills:

Job Description

Job Title:

Wealth Advisers 

Location:

Hailsham

Bryn McMillan Consulting Vacancy Ref:

S182WBMC 

Remuneration:

OTE £50,000 – £80,000

Overview:

An exciting opportunity for 2 experienced diploma qualified wealth advisers to join an established directly authorised wealth adviser firm in the Hailsham area, working alongside an existing team of IFA’s and Wealth Advisers, where one of the long-standing IFA’s is looking to retire.

Main Duties:

Working alongside the long-established wealth adviser team, you will have access to a loyal and established client back going back over 20 years as well as new leads, clients, and referrals and one of the long-standing IFA’s is looking to take a step back from the business. This adviser only banks over £300k per annum.

As well as having access to a fantastic database of clients the admin infrastructure is a huge benefit to the team to concentrate of offering professional advice on protection, pensions, savings, and investment business.

All documentation is scanned and copied onto the database with every piece of information available at any time using scanners and even photos.

Our client has a fantastic reputation in the area and is known throughout the Sussex area.

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 to “hit the ground running” although this is not essential due to the substantial clients and referrals generated. 

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, Pensions Advice, Wealth Adviser, Wealth Advisor

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