Financial Adviser Jobs

Financial Adviser jobs

The Will Associates was established in 2010, with the sole purpose of helping people to protect their family, their wealth and their assets. Since then, we have grown rapidly to become one of the UK's largest will-writing and legal services networks.

With a team of over 65 head office employees and a national network of over 250 Consultants, we have helped more than 7,000 families to protect the people they love and the things they've worked hard for. We have protected over £1.5BN of assets protected to date.

As part of our continued growth, we going to start offering financial services to our customers. As such we are seeking CF30 qualified financial advisers to join our established business where you will be provided with existing and qualified clients awaiting financial planning advice.

We currently have and will provide you with:

  • 10,000 existing customers with a probate bank value in excess of 1.5 billion.
  • 220 new clients a month who are all in need of financial planning.
  • A dedicated telesales person who will book your appointments and fill your diary.
  • An Administrator will ensure that your paperwork is completed and deal with all the necessary correspondence/customer service issues.

This will allow you to do what advisers like best, sitting in front of clients and helping them manage their portfolio.

Clients and business opportunities

We will provide you with 15-20 new clients a month and an overview of their current financial information. You will then take responsibility for that client and their financial well-being. We will provide you with a dedicated telesales team, and dedicated administration support; to deal with any issues which get in the way of your productive time. You will be provided with full support and ongoing training. You will be backed and supported by a national IFA Network and work within their parameters.

Requirements to be considered

The opportunity will suit candidates who have a good work ethic and are keen to provide first class service to our existing clients. If you always put the client's needs first, if you are passionate and hungry to succeed then this is the role for you. Our ideal candidate will interact well with their colleagues, and attend regular team meetings as part of the company’s wider team.

Financial Adviser Benefits

  • Self-employed role with a realistic uncapped OTE £80,000 - £150,000.
  • Home based role with regular office and team contact.
  • Additional incentives and promotions will increase as the team grows.

If you would like to know more about our financial adviser recruitment drive or if you are interested in joining The Will Associates Wealth team as a financial adviser please email a copy of your cv to us on careers@willassociateswealth.co.uk