07 June 2019
Location: South East England
Salary: £ OTE £100,000 + and Progression to Principal
Sector: Accountancy and Finance
Job Type: Permanent
Job Reference: BMC/02/2496 KL
DD: 0191 303 9297
M: 07494 397 019Email Kathryn Lee
Our client, Perspective Wealth, an Independent Financial Advisory Firm with a national presence and an entrepreneurial and dynamic feel, have just completed their acquisition of Thornton Springer, and we are looking for highly skilled and ambitious individuals to join to their team to assist their strategic growth plans.
They are seeking an Independent Financial Advisor in the South London or North Surrey area eager to build upon an established base of clients and regular leads to become Office Principal within a 2-3 year period.
You may have an existing portfolio of clients you wish to bring with you or be seeking to join an organisation with an existitng client base and leads provided by their Professional Service Arm:
You will be able to deliver a ‘whole of market’ service including Retirement planning, Investment planning and model portfolios, Estate planning, Wealth management, Business and personal protection and Specialist investment advice.
The following skills are essential: