This organisation is one of the UK's leading pensions, employee benefits and wealth management companies who have retained Exchange Street to assist in their ambitious growth plans. With the firm targeting to double their existing size it is an extremely exciting time to join the company at a highly important time for them.
Our client deals with senior directors at companies ranging in size from small, local enterprises to some of the best known and largest firms in the UK. Utilising these connections business developers are targeted to provide leads to the wealth management team, the fastest growing division in the business. WMCs are therefore given access to clients whose salary is at least £70,000 providing investment planning, tax mitigation, SIPP and business protection advice to them.
To be considered a successful track record of advising on an independent basis in the private client arena is a pre-requisite, along with progression with advanced qualifications. Given the huge number of potential leads, any applicant need not have any of their own clients, instead being able to focus on HNW/UHNW individuals through close interaction with the other business areas.
The firm offers a truly meritocratic environment, extensive benefits, regular training and some of the best earnings potential in the wealth management market, where consultants are also rewarded for referring business, leading to the top earner in 2006/07 earning close to £250,000. This is also a highly ethnical business with substantial uplifts in place for those advisers' with first class compliance records.
For those looking to specialise in their chosen market this is an obvious choice.
