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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

Over the past decade I have seen Neil Shirley of New World Advisers, develop from an embryonic Recruitment Consultant within a High Street brand into a highly professional and well-regarded Financial Services Recruitment Professional. Hard-working, enthusiastic and loyal, he has always maintained his genuine interest and concern for the success and well-being of each individual Candidate whilst combining this with a growing understanding of the demands and nuances of his Client Companies. Lighthouse Financial Advice have been delighted with his services since 2012 and I would have no hesitation in recommending Neil/New World Advisers to any aspiring Candidate or Client Company.

Tim Clark, Head of Recruitment, Lighthouse Financial Advice.
I have worked with Neil and the New World Advisers team since August 2014 for the purposes of sourcing high performing individuals for our business and in that time they have demonstrated a significant understanding of our model and requirements which has resulted in numerous high calibre hires. We have personally built a strong and close working relationship which continues to benefit all parties. The experience of Neil and the NWA team is clear and I would have no hesitation in recommending there services and have done so already to other divisions of our business.

Tom D. Global Wealth Management Organisation
I used New World Advisers for my current role. Neil was extremely proactive and helpful. He gave me some excellent help with my interviews and kept me well informed throughout the process. I'm very happy in my new role. Thanks New World Advisers for all your assistance.

Nick W. Private Client Director
Neil Shirley kept me fully informed during the entire recruitment process, including full briefing before and after every interview. Neil also worked with me in tweaking my interview technique for maximum impact. Even after employment had commenced, Neil remained in contact to provide support and assistance. If you?re looking at new employment opportunities, Neil is a highly recommended recruitment professional.

Darren J. Private Client Director
I have found Neil at New World Advisers to be highly professional. He meets candidates personally and will normally provide you with a number of suitable opportunities. He was a great sounding board and was also willing to provide impartial advice. He also has a good understanding of the financial services industry. Certainly one of the best recruitment consultants I have dealt with.

Jan T. Financial Planner
Right from my first conversation with Neil at News World Advisers I felt that I was in safe hands for my next career move. The service throughout was handled very professionally and I knew exactly what top expect at each stage. Neil also made a point of preparing me pre interview and gathering my thoughts/feedback afterwards. I would have no doubt in using them again in the future and would highly recommend them.

Daniel M. Business Development Manager