Financial Adviser / Wealth Manager
Aberdeen | Guaranteed Earnings + Equity Opportunity
An opportunity to build your own client portfolio, benefit from generous revenue-sharing arrangements and potentially earn equity in an established Wealth Management business.
Have you considered setting up your own Wealth Management business but been put off by the risks, costs and responsibilities involved?
We're working with a highly regarded, independent Wealth Management firm offering experienced Advisers the opportunity to develop their own client portfolio, benefit from significant earning potential and share in the future success of the business.
Following substantial external investment, the company is embarking on an ambitious five-year growth strategy and is looking for Advisers with established HNW client relationships who can help drive that expansion.
The Opportunity
The business works exclusively with private clients, typically with between £1m and £15m in investable assets.
We're looking for an experienced Financial Adviser or Wealth Manager who either has an existing transferable client portfolio or has developed sufficiently strong relationships with their current clients that they're confident a significant proportion would follow them to a new firm.
You'll have the freedom to grow your portfolio within an established business, supported by experienced Paraplanners, Administrators and a highly capable leadership team.
The company may also be able to provide some existing clients initially, although the main focus will be on introducing new client assets and developing your own relationships.
Remuneration & Equity
The company is prepared to be extremely competitive and can structure a package around the individual, including:
Guaranteed earnings: Potential to match or exceed your current total remuneration, including bonuses, for the first couple of years while you establish yourself.
Revenue sharing: A transition to a more generous remuneration model, earning a percentage of the ongoing and new business income you generate.
Equity opportunity: The potential to earn an equity stake by achieving agreed performance targets, allowing you to benefit from the future value of the business and any subsequent corporate event.
Full support: Established Paraplanning, Administration and business infrastructure, allowing you to concentrate on clients and business development.
All remuneration arrangements are negotiable, with considerable flexibility for the right individual.
About You
We're interested in speaking with experienced Financial Advisers or Wealth Managers who:
Have a strong track record of advising HNW/UHNW private clients.
Have a transferable client portfolio or strong relationships with clients they are confident would follow them.
Can realistically introduce significant client assets over an agreed period.
Are commercially minded, entrepreneurial and motivated to grow their own portfolio.
Why Consider This Opportunity?
For the right individual, this offers many of the financial advantages of running your own Wealth Management business, without the risks and responsibilities of establishing one yourself.
You'll have the backing of an established firm, an excellent support structure and the opportunity to participate in the value you help create.
For more information or a confidential discussion, please apply or contact MBF Recruitment directly.