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Having worked with this Independent, Chartered Wealth Management firm for nearly 10 years, we have seen them grow organically year on year.
The founding Partners have always driven the business with two clear goals. The first is to offer their clients an exemplary level of service, ensuring a true holistic approach is taken for them and their families. The second is to provide their staff with careers, rather than just another job. These two guiding principles have fed the impressive growth they have achieved and helped to set them apart from many other firms.
As a result of the client relationships they have built up, all their new business comes from referrals and recommendations, so they do not need to spending money on marketing campaigns or set staff unachievable new business targets. They are also very proactive in utilising new technology to enable the business to run efficiently and review their processes and systems on a regular basis.
They are now looking to expand the business further in terms of geographical coverage and to complement their internal Adviser training program, are looking to bring onboard a number of highly skilled Financial Adviser that share their passion and beliefs in terms of client servicing and delivery and who have clients they want to bring with them. They understand the difficulty Advisers have in transitioning their clients over to a new firm, due to restrictive covenants, so are happy to provide a very competitive salary and high-quality of leads, to support you as you migrate them over, in the coming years.
All Advisers are fully supported with their own dedicated Administration and Paraplanners and are given the freedom to work as remotely as they wish. Along with a bespoke validation and bonus structure, the role has the added benefit of offering equity upon hitting an agreed income target.
If you are looking for a firm that will provide you with the support function to aid not hinder the growth of your business and can offer you equity, then this would be an excellent move for you.
