Job Description
Build Your Wealth Management Business with Established Leads & High Commissions (Buckinghamshire)
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 Buckinghamshire 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!
Contact:
- Bryn McMillan, Managing Director
- BDM Recruitment
- Call: 0203 834 9786
- Email: bm@bdmrecruitment.co.uk
- Register Here https://bdmrecruitment.co.uk/alphabatic-listing/register/
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