Wealth Advisor

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!