Overview

   A well respected independently owned chain of Estate Agents that has been established for over 20 years and has now over 10 estate agency offices scattered in North and East London area, require experienced Wealth advisers to service the companies warm database of clients. Our client has established a team of successful Mortgage Brokers as well as a Wealth Management team, and they now require additional Wealth Managers to service the existing database of clients that have been built up over the past 20 years. Working alongside the team of mortgage brokers and sales negotiators, you will work on the leads generated as well as pro-actively contacting the database to review their current financial situation and provide relevant and professional advice on Protection, Pensions, Savings and Investments.

Main Duties

An excellent opportunity has arisen for an experienced Wealth Adviser/Financial Adviser or IFA possessing either the full FPC, CeFA or CF1 – CF5 qualifications and ideally working towards the diploma qualification to join a well respected estate agency chain in the North and East London area. You will be required to work alongside the existing team of mortgage brokers and sales negotiators and service the company’s existing database of clients that has been built up over the past 20 years, offering advice in terms of Protection, Pensions, Savings and Investments. Our client offers the successful Financial Adviser to a massive largely untapped client database.

You will have the option to either work from home, the head office or one of the local offices to contact and serve the companies client bank. You will receive an excellent commission split, on business generated via the company you will receive 45% of the Proc fee and 70% of life business and on self generated 70% of the proc fee and 150% of the life business.

Key Skills

Applications will only be considered from fully FPC, CeFA, CF qualified experienced Financial Advisers or IFA’s possessing a good track record of providing regulated and professional financial advice covering Protection, Pensions, Savings and Investments. 

Summary

This is an excellent opportunity for an experienced and ambitious Financial Adviser, IFA or fully FPC, CeFA or CF qualified individual who requires additional clients and support. Our client will provide all the clients that an adviser needs to write business and earn good money.

For more information contact Bryn McMillan on 0207 156 5008 or Register Now