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Job Description Salary
£60k salary,bonuses to £350k, car, pension.
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
£50,000 - £120,000 plus significant bonuses & New Business Award
£50,000 - £100,000
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
5000 shares
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
Uncapped earning potential
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
£35,000 - £50,000 plus significant bonus potential