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High End Financial Planner - Top End Package & Proposition!

Our client, a Global Merchant Bank are seeking highly professional Financial Planners for their ever expanding Wealth Management Division.

The role is home or office based (dependent upon location) with Regional Support Office’s across the country.

Full para-planning & administration support included.

Ideally you will have approximately £10m of transferable FUM after any non-solicitation periods (significant support available during & following any covenant periods) and further HNW client opportunities are also readily available to continue your business growth in the form of fee paying clients, seminars, web enquiries etc.

A New Business Award is also immediately available, equivalent to 1% of transferred AUM over your first 2 years (plus any covenant period) capped at 3 x salary, payable as a lump sum!

You will be compensated with a significant salary, car, discretionary bonuses, New Business Award, pension, DIS, PMI etc

This is a significant package for quality financial planners.

We look forward to hearing from you!

For more information please contact us directly on 07939 374517 or send an email and/or cv to info@newworldadvisers.com

Financial Adviser (Founding Partner)

Our client, a national advice organisation are seeking financial advisers who wish to build their own business (or transfer an existing one). The proposition is certainly one of the most supportive environments in the market today.

The proposition includes:
3 MONTHS FREE (no charges)
Followed by 17.5% charge on business up to £115k and 0% above this
Fully guaranteed advice, FCA & PII fees paid
Excellent technology
Streamlined process resulting in significant administration reduction
Your own website
Centralised marketing to your clients
Client portal

If you are looking for value for money and support to grow your business, then look no further!

For more information please contact us directly on 07939 374517 or send an email and/or cv to info@newworldadvisers.com

Financial Planning Analyst

Our Client is looking for a talented Financial Planning Analyst to join their rapidly growing team. The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension transfers, bond surrenders, investment taxation and structure suitability. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients and prospects.

The role will include:
Conduct analysis of prospective clients’ existing holdings.
Assessing the suitability of client product recommendations.
Providing direct communication of Financial Planning advice to prospective and/or existing clients (verbal or written).
Assist in the production and sign off of client reports.
Overseeing the work carried out by the Financial Planning Specialists.
Providing guidance to team members on document formatting and recommendation materials.
Reviewing and assessing the ability of the company to manage within existing pension or investment bond structures.

If you hold a level 4 diploma (or equivalent) and would like to work within a fast paced, energetic and rapidly expanding business whilst also benefitting from a significant package, then this could well be for you!

For more information please contact us directly on 07939 374517 or send an email and/or cv to info@newworldadvisers.com

Candidate services

In an ever evolving market, it is more important than ever to ensure that any organisation you are considering joining has the infrastructure, financial stability, technological capability and brand recognition to ensure longevity for your career, fair remuneration for you personally and continuity of advice for your clients.

For most organisations this presents a huge challenge and for you, to identify the good from the bad, an even bigger one!

At New World Advisers we are experienced in helping you identify your own needs, what you require to help your career or business grow and uncovering what is important to you.

We work with local, network and national organisations, so if you are looking to build your own sustainable business and create future wealth within a supportive structure or you prefer to receive a salary as part of a corporate entity, then we can help.

Whether you are relatively new to the industry or an experienced Financial Adviser, we would welcome the opportunity to speak with you and ultimately assist you on your chosen career path.

As with most successful businesses our growth has stemmed from reputation and recommendations and therefore we also offer a referral fee on successful placements (subject to the completion of any probationary/rebate periods).

Client services

In a culture of increasing regulation and growing costs, it is clearly imperative that your hires have the required skills, knowledge and attitude to make the desired impact on your business.

At New World Advisers we work closely and professionally with all our candidates, conducting an initial screening process in order to ascertain skill levels and potential suitability for your organisation.

We endeavour to understand your business proposition and requirements fully and will look to achieve this via any appropriate means of communication. Ideally we would like to visit your premises, meet with your decision makers and experience the internal workings of your organisation. This not only enhances our mutual working relationship, but strengthens our knowledge of your offering/requirements and will in turn ensure that only the most appropriate candidates enter into your recruitment process. This level of service to our clients has earned us a strong market reputation, with numerous clients choosing to trust our judgement at the first stage of the recruitment process allowing open diary access, saving you and your business valuable time.

Every business likes to work differently when recruiting and therefore we will tailor our service to your needs, agreeing a relevant fee structure to suit.

We use various methods to source candidates, with the majority originating from existing relationships, our extensive database and referrals, as well as social media and networking.

Whether you are a local, network or national advisory firm we have the experience to assist you and would very much like the opportunity to be part of your ongoing success.

We look forward to working with you.