Wealth Advisor
other jobs BDM Recruitment
Added before 49 Days
  • England,East Midlands,Northamptonshire
  • full-time
  • £55,000 - £80,000 per annum, OTE
Job Description:
Build Your Wealth Management Business with Established Leads & High Commissions (Northamptonshire)
Looking to take your Wealth Advisor career to the next level?
BDM Recruitment is searching for a seasoned Wealth Advisor or Financial Advisor to join a well-established Northamptonshire firm. This exciting opportunity combines the freedom of a home-based role with access to a substantial client base and the potential for significant earnings.
Why This Role is Ideal for You:
* Unleash Untapped Potential: Work with an extensive client base built over 25 years by a reputable estate agency and mortgage broker firm.
* Client Review & Growth: Conduct client reviews and offer expert advice on Pensions and Investments, fostering long-term relationships.
* Unparalleled Commission Structure: Earn 80% commission on business you directly generate, with generous payouts on client base leads and referrals.
* No Monthly Costs, All the Rewards: Focus on building your client base without the burden of monthly fees.
* Bonus Lead Generation: Benefit from new leads generated by the firm’s award-winning estate agency and financially incentivized mortgage team.
Responsibilities:
* Conduct client reviews and offer personalised advice on Pensions and Investments.
* Leverage extensive industry knowledge to provide regulated and professional financial planning.
* Manage existing client relationships and generate new business opportunities.
* Collaborate with the mortgage broker and estate agency teams for cross-selling opportunities.
Who We’re Looking For:
* Proven track record of success as a Wealth Advisor or Financial Advisor.
* Full Diploma qualification and in-depth knowledge of financial products (protection, pensions, savings, investments).
* Excellent communication and interpersonal skills to build rapport with clients.
* Clean credit history and a strong commitment to compliance regulations.
* Ideally, an established client base to complement the provided leads.
Remuneration:
* Commission payments ranging from 45 - 80%.
* OTE £55,000 - £80,000
This is a fantastic opportunity for an experienced Wealth Advisor seeking to expand their business and leverage a pre-established client base. If you’re a highly motivated professional with a passion for helping clients achieve their financial goals, we encourage you to apply!
Job number 1528765
metapel
Company Details:
BDM Recruitment
Company size: 1–4 employees
Industry: Financial Services
BDM Recruitment is your go-to partner for recruiting top-tier financial services and estate agency professionals across the UK. Established in 2024, w...
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