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Self Employed Financial Adviser, Reading (BP-1339)

Posted 18 days ago

  • Reading, Berkshire
  • Any
  • External
  • Expires In 2 months
Self Employed Financial Adviser, Reading (BP-#####)
Our client has a new and rewarding opportunity for a qualified Financial Adviser to join its new office in Reading.
The firm already has a large and successful team based in London and it is looking for ambitious and passionate advisers to expand its reach into Reading.
The firm has a strong culture of developing and nurturing its financial advisers with a track record of helping its advisers to achieve revenue in excess of £100K in the first year.
The Role
• Provide consistently excellent standards of financial advice to prospective, new and existing clients
• Maintain effective and mutually beneficial ongoing relationships with clients
• Maintain and continue to develop technical (financial services and sales) skills to the highest levels
• Support the practice leadership with sales management inputs as required
• Operate according to the sales policies and processes of the firm and to adhere to the Code of Professional Standards
The firm is offering a highly competitive and generous package:
• A compensation scheme which equates to 70% -80% of new business revenue
• Middle office and back office support
• Canary Wharf - based office, when required
• Professional indemnity insurance
• Option of financial support for subsistence and marketing costs
• Comprehensive professional development program
Relevant Skills and Knowledge
• Will be highly motivated with a strong desire to continue their professional development
• Have a proven track record of acquiring and retaining clients
• Have a passion for building long term relationships with clients
• Demonstrate an ability to provide sound investment advice in a professional and articulate manner
• 1 - 2 years of previous advisor experience
• Track record of generating at least £40,000 in new business revenue per year
Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management. Our consultants will work with you to attract key personnel into your business. Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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