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Financial Adviser (Self Employed Opportunity), London (BW-1893)

£30000 - £30000 Year one OTEs £160,000
Opportunity and Role
  • An opportunity for a driven and entrepreneurial individual to join a leading Wealth Manager Company in the UK, with over £150 billion funds under management.  This firm is offering an opportunity to become a Financial Adviser based from its London office.
  • New Advisers will meet prospective clients earning £100,000 - £3 million; prospects are comprised of high-net worth individuals and city professionals, aged 35-65 years. The firm will provide client leads, professional introductions and referrals.
  • A three month training course when you start, designed to teach you the basics of financial planning and wealth management. 
  • The company will then help you grow and develop your business over the next 6-10 years.
The Company
  • They are a progressive financial advice firm that provides lifelong wealth management strategies to their clients. They offer a full range of services across investments, retirement, protection, banking and mortgages that are focused on helping their clients achieve their life goals whilst also trying to make a positive impact on the world around us.
  • They believe that good investment performance and sustainable investments are not mutually exclusive. But it’s not about making big statements. It’s about being better, taking incremental steps towards it, and helping those around us to do the same. Whether it's sustainable investing, educating our children about finances, learning about responsible capitalism or sharing knowledge and resources, the ultimate goal is to play a part in helping to make the world a better place. They would love you to join them on this journey.
Their Culture
  • They have a strong collegiate environment in which the people they hire are their greatest asset.
  • They believe in the spirit of ownership because their people take results personally and want to build something great together. They value talented individuals who aren’t afraid to be bold, resourceful, and committed.
About You?
  • You are a positive, well-organised and driven individual who is able to use your initiative and work well within a thriving team. 
  • You are keen to learn and progress yourself and are aspirational in what you do. 
  • You are well-rounded in your approach to work and life and have a can-do attitude that can be relied upon. Integrity is a word that you are familiar with.
  • The ideal candidate will have a strong motivation to build and develop their client bank. 
  • Individuals from an employed or non-financial services industry background will be transitioned into successful wealth management business owners. This is achieved through coaching from some of the most experienced and respected individuals within the wealth management industry as well as continual training and development programme which will help with sustainable client acquisition.
  • Qualified with a QCF Level 4 Diploma (CISI, CII, LIBF).
  • Ideally 1 - 2 years of previous industry experience.
  • Experience in Sales / Business development with a track record of acquiring and retaining clients.
  • Demonstrate an ability to converse in a professional and articulate manner.
  • Deep desire to learn, succeed and create significant wealth.
Competitive Package:
The firm is offering a highly competitive and generous package:
  • A compensation scheme which equates to 70% of new business revenue, with no upper cap.
  • Grant of £30,000 to help set-up business, alongside start-up technology
  • Potential equity participation in the business for the right candidate.
  • Back office support & marketing team
  • City based office.
  • Professional indemnity insurance included.
  • Option of financial support for subsistence and marketing costs.
  • Comprehensive professional development program.
  • Profit sharing/share options
  • Bonus scheme
  • Education reimbursement
  • Flexible working hours
Employment type: 
Self Employed
Financial Planning
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