You loved what you do, now you’re looking for more.

As a qualified IFA you give great advice to HNWI, through tailored support that meets what are often unique goals.

With a market favouring mergers and consolidation, perhaps you find yourself in a structure that puts profit first, constraining your work through transactional KPIs. Or perhaps you’ve reached a glass ceiling, and career progression isn’t possible.

You could go out on your own, though administration, compliance and market barriers don’t appeal.

For you to make a change, it would have to be with a company that’s bold enough to evolve and scale in the right way. One who shares your vision and can stand apart where others dance to the tune.

A company whose framework will enable them to double their sales in the next three years, while remaining a small business who take cares of their people.

You’d be joining as their first Head of Sales, focusing on what you enjoy most, bringing excellent advice and support to new clients.

And where you don’t have to do the legwork, fully supported by a professional team who’ll get the job done, and key to them being in the top 1% of UK wealth management firms.

A company that has invested in the tools and systems to help you achieve. Always with the priority of giving the right advice.

As you embed in the business in this senior, autonomous role you’ll have the opportunity to grow your sales team.

An impactful career opportunity, for you and the business, where you’ll be a key part of the journey.

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If you need more information, before you decide, please contact Greg on the details below.

Compensation and benefits

Because IFAs are paid in various ways, from salaried roles through to self-employed earnings, we will tailor the package around your needs.

This will be attractive, fair and commensurate with your capability.

If you have clients you can bring with you, you will be compensated for this too.

Other details you may want to know

You’ll be based at their offices in Mayfair – where they hold their client meetings.

Should you have a non-compete agreement, we will help you work through this to ensure there are no issues.

Application process

If you have any questions, or need any help before you apply, feel free to contact Greg Wyatt on (phone number removed) or greg dot wyatt at bwrecruitment dot co dot uk.

I am retained exclusively to this vacancy and will want to ensure you have everything you need to make the right decision for you. You won’t be messed around.

Don’t worry if your CV isn’t up to date – get in touch with what you have, and we can work the rest out later.

This will be a two-stage interview process:

• Initial ‘getting to know you’ cultural interview
• Panel interview with presentation

We are flexible with timeframes and can move forward quickly or wait for the right person.

Each application will receive a reply within three working days.

This vacancy was first advertised on 13th June 2024.