HNW Financial Adviser, Leeds

Job Profile
Our client is a long established organisation which has been providing holistic financial planning advice to high net worth individuals for over 100 years. The company is now seeking to recruit a Financial Consultant to work from home covering the Leeds region, providing regulated advice to the existing client base. The position will involve drawing up business plans for achieving sales and profit targets in the full range of products and services, agreeing them with the Area Manager. You will be required to work on an established loyal client bank offering advice in all aspects of personal financial planning, dealing mainly with investments and protection. However, you will be required to provide advice on pensions as well. As well as writing new business from the client base you will also be required to carry out regular reviews of performance compared to targets and present plans to address shortfalls to the Area Manager. Our client will provide you with as much support and assistance that you need to enable you to offer your clients a professional service.

Applicant Requirements
Applicants applying for this vacancy must hold the full FPC or equivalent and it would be desirable to have attained the AFPC or have started to study for AFPC and hold business related professional qualification. You must have a demonstrable record of sales success and previous experience of developing a sales base of high net worth clients. Previous experience of developing sales opportunities from a "start up" situation essential together with a knowledge of working practices and financial concerns of the hospital doctors markets. An excellent package including 36k to 70k basic, uncapped bonus, company car, laptop, mobile and full home office set up are provided.

Company Profile
Long established organisation which has been providing holistic financial planning advice to high net worth individuals for over 100 years. They have built up a wealth of knowledge and experience about the financial needs of professional individuals. Dealing within a niche market they benefit from genuinely high net worth clients.