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Job Location | Cardiff |
Education | Not Mentioned |
Salary | 50,000 - 100,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time Work from home |
Reed Financial services are proud to be representing a leading IFA in the UK working with Principal Dentists, Business Owners and Private ClientsThis is an exciting and rare opportunity to join a forward thinking and niche business whose clients average portfolio size of £850k plus, so High net worth professionals.PLUS, a client bank will be provided but my client still requires a hunter mentality to do lead generation and onboarding new clients so must have that experience.This role is remote working with Head office base being in Wiltshire so occasional travel expected but you can be based anywhere across the Southwest and Wales but there are national travel expectations to see clients.Starting Salary between £50,000 - £100,000 depending on experienceQualifications: Full Financial Planning Diploma Level 4, Chartered (Near or full status)Company benefits: Bonus Structure Long-term Ranges from £10k-£75k above salary (discretionary) Company car allowance after probation period Company Pension 5% employer 5% employee. Salary sacrifice offered. Holiday Entitlement 25 days basic plus 8 bank holidays. Flexible sell and buy back up to 5 days. Group income protection Group life cover 4 x death in service Wellness ProgrammeAbout my Client- A powerful support team which includes highly qualified Paraplanners, Service Team and Operations supporting 4 Advisers- The leading IFA in the UK working with Principal Dentists, Business Owners and Private Clients- An average portfolio size of £850k per client unit- Adviser long term target expectation: £100m under management per adviser- Successful risk adjusted client portfolio performance helping you to win more clients.- Market leading standard and ethical portfolio offerings- Powerful marketing strategy to generate the perfect client referral and leads- 70% of our new business comes from existing client referrals- Business turnover has grown by 33% this year alone- A client who only work with HNWsWhat to expect from in return:- A marketing strategy that will help generate your future client leads- Training input from your adviser colleagues (some already exceeding £1.2m revenue)- Diary management and prospect organisation- Certified and chartered financial planning reports of the highest level created by the team- An outstanding client annual financial review process- Training on the NHS pension- Coaching and mentoring on both skill and processes- Run seminars, webinars, attend partner company events with opportunities to present- A leading package where you are supported long term to reach the top 1% of successful advisers in the UKPlease only apply if you have the relevant experience.If youre keen to explore this further, then please send me your CV so we can discuss this and other opportunities in more detail: