Wealth Manager / Financial Advisor

J2 Recruitment

We are recruiting for a Wealth Manager / Financial Advisor to join a well-established financial services company based in Derbyshire. This is a fantastic opportunity to join the business on an employed or self-employed basis, as you will have access to a bank of client that need servicing. You will receive a basic salary of £20,000 – £22,000 with an outstanding commission structure of over £50,000+ with some advisors taken home over £100k.

You will be joining an award-winning organisation who are the winners of the “Derbyshire Awards 2020”. The business is doing exceptionally well resulting in them having the best financial year in 2020 being 39% up from 2019.

You will have complete flexibility to work remotely or be office based. However, all candidates will need to live no more than one hour commute to the office as they be times you are expected to go into the office.

Duties for the Wealth Manager / Financial Advisor:

  • Providing professional, attentive and proficient advice to all clients
  • Recommending the appropriate and relevant solutions to suit your client’s needs
  • Renewing client relationships and determine new opportunities
  • Willingness to travel as required
  • Ensuring all regulatory documentation is completed in a compliant and timely manner
  • Upholding the standards of service set by the business

Skills & Requirements for the Wealth Manager / Financial Advisor:

  • Minimum Diploma Level 4
  • Minimum of 2-3 years’ experience
  • Able to demonstrate a proven and successful record within the industry
  • Ambitious, target driven and an ability to work under pressure to meet deadlines
  • The ability to communicate complex information clearly and simply
  • Passionate about providing high quality client service
  • Motivated to succeed and develop yourself and others within team

The Package for the Wealth Manager / Financial Advisor:

  • £20,000 – £22,000 – UNCAPPED commission – OTE £50,000 (Top Earners taking home over £100,000)
  • Over 400 million worth of clients to be serviced
  • One of the best commission structures around
  • All office equipment will be provided if working remotely
  • Exit options available
  • Death in Service
  • Pension
  • Rising holiday entitlement

If you would like more information about this role please apply with your up to date CV or call Jenni on 01614166135

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