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Wealth Management Adviser - Northern Home Counties

Basic to £50,000 + bonus - Financial Advice
Ref: 284 Date Posted: Friday 06 Jan 2017
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Wealth Management Advisers

Hitchin

Basic to £50,000 + bonus + medium term investment opportunity

Fantastic opportunity for 2 advisers to come in on an employed basis to service the Chairman's clients. 

  • Looking for someone with full wealth management experience in HNW arena
  • Need to have the relevant gravitas, be technically sound, especially around IHT
  • Generally a driven and reliable person
  • Initially it would be a case of working with the chairman and their clients although there would be an expectation in the future that you would help generate your own business through referrals and other means
  • Most of his clients are generally within an hour or so of the practice at Hitchin

You will benefit from the support of having a full time Marketing Manager, telesales and research assistants to support you.  The company generates business via:

  •          IHT seminar programme
  •          Annual client meetings
  •          An established key introducer network
  •          External telesales
  •          Internal appointment making

 

For further information please call David on 0797 999 6365, or email david@keillar.com