Independent Financial Adviser

  • Job Reference: NJ - 160421
  • Date Posted: 16 June 2024
  • Recruiter: Echelon 1 Recruitment
  • Location: London
  • Remote Working: Some remote working possible
  • Salary: £24,000 to £72,000
  • Bonus/Benefits: OTE of £150,000 year 1, uncapped commission
  • Sector: Banking & Financial Services, Independant Financial Advisor, Wealth Manager
  • Job Type: Permanent
  • Contact: Nick Jeal
  • Email: nick@echelon1recruitment.com

Job Description

Our client is a prestigious independent brokerage who specialise in advising American expats in the UK and Europe. 
 
Based in Canary Wharf this position comes with a salary ranging from £24,000-£72,000 pa as well as uncapped commissions.

Your role is to advise a wide variety of clients on a range of financial planning and investment solutions. It is essential that you have the skills to be able  quickly establish great client relationships on a remote and face-to-face ( Covid allowing ) basis. You ability to understand a clients needs and wants is second to none.  

It is expected that you will be able to self-manage your diary and ensure that your clients receive the very highest standard of service. This is role for advisers looking to elevate their income. 

Our client is investing heavily in lead-generation and is in the fortunate position to be able to supply you with 10 and 20, qualified, leads per week to ensure your time is best spent speaking to prospects and clients rather that on the phone trying to self generate. 
 
On Target earning ranging from £100,000-£150,000 in year one.
 
The option to move to the US after 12 months is a possibility for the right candidate. 
 
Candidates must have Series 65 (US) as a minimum. Ideally also be DipFa 4 or Chartered, however this is not essential.