Self Employed Financial Adviser, Reading (BP-1339)

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.

 

 

• 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

 

 

• 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 

• Qualified with a QCF Level 4 Diploma