Aston Charles is working with a highly reputable Advisory business based in the City. Following a successful period of organic growth and strategic positioning of the business, which has resulted in opportune acquisitions and significant enhancement of its income streams, it is now ready to expand its Adviser Team.
Operating from exclusive offices in the City, the firm’s excellent reputation has gradually snowballed, resulting in a sharp upturn in client referrals. Our client has identified and moved to secure various acquisitions over recent months and plans are in place for additional growth. It is struggling to cope with the demand for advice and, as such, is looking to appoint a couple of Financial Advisers to manage various clients and help deliver growth plans over the coming years.
The main purpose of the role is to offer expert financial planning solutions and a first-class service to a range of wealthy private clients. Given the aforementioned acquisitions, the role will require substantial client facing activity, particularly in the initial period, as you receive handover on acquired clients and build relationships. In addition to conducting regular review meetings, you will contribute to the firm’s growth strategy through the continuous generation of new relationships and business opportunities.
This is an excellent opportunity to join a growing business that adopts a supportive culture and embraces individuals’ ideas and strengths. The firm’s highly professional and passionate leadership team is very particular about the way it conducts business and the perception it creates among its peers and clients alike. As well as in-house administration and paraplanning support, there is also an in-house BDM, providing yet more new business opportunities and assisting Advisers in managing the diaries/ appointments.
Our client is offering a bespoke package, negotiable dependent on experience and track record. The exact makeup of the package is tailored to your individual needs, with both employed and self-employed packages available, depending on your preference. An attractive salary and bonus structure is on offer to those seeking an employed role, with excellent commercial terms for those preferring a self-employed contract.
Having recruited for many of the UK’s leading Financial Services organisations, it is Aston Charles’ humble opinion that this proposition is one of the finest currently available in the market.
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