Are you an inexperienced and qualified adviser looking to join a growing wealth management firm in Berkshire?

This is an exciting opportunity for those who have little to no experience working as a financial adviser in the UK and who have the level 4 qualification. If this applies to you and you are a highly motivated individual with excellent communication skills, then this may be the perfect opportunity.

(‘MWM’) has a proven track record of training and developing inexperienced advisers and helping them achieve earnings in excess of £100K per year. MWM provides a “plug and play” infrastructure which has been specifically designed so that its advisers can spend more time doing important client work.

Successful candidates will join a growing team based in Reading and will also benefit from a large existing book of clients which was recently acquired.

MWM has increased its FUM by 50% per year over the last 5 years and has grown its advisory team to 30 qualified advisers during this period. The firm already has a very successful team in London and is building on this success by growing its team in Reading.

MWM is a part of an award-winning FTSE100 company which is the largest wealth management company on the FTSE100 with FUM of £117 billion.

Highly Competitive Package

The firm has a strong culture of developing and nurturing its advisers with a track record of achieving earnings in excess of £100K in the first year.

The package includes the following:

  • Remuneration equivalent to 70% – 80% of new revenue
  • Comprehensive training and development program
  • Middle office and back office support
  • Fully serviced office with designated desk, telephone and free parking
  • Provide potential leads and existing clients
  • Operational costs covered by MWM
  • Option of financial support for subsistence and marketing costs
  • Option to purchase clients – financial support facilitated by MWM

Successful Applicants

The successful candidate will be able to demonstrate the following attributes and skills:

  • Highly motivated and ambitious
  • Excellent communicator
  • Strong moral values
  • Professional conduct and appearance
  • Thrives in a sales environment
  • Strong desire for professional development
  • Passionate about building long term relationships with clients
  • Demonstrable success in a previous role
  • Level 4 Diploma Qualification

Job Reference: DO050320_1583417376

Salary: Negotiable

Salary per: Annum

Job Duration:

Job Start Date: ASAP

Job Type:

Job Location: ,

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