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Entrepreneur | Financial Services | Founder of multiple financial services based businesses Passionate about helping financial services people to…
*Self employed role with a substantial shareholding in the business. This is a genuine opportunity for the right person!*
Oakwood Capital Wealth Management Ltd is a young, dynamic & growing firm providing bespoke financial, wealth, investment, and pension advice to individuals, families, and businesses. As an Appointed Representative of St. James’s Place Wealth Management - Oakwood Capital delivers trusted, compliant, and high‑quality financial services.
We have a fantastic opportunity to grow our business with the leads we receive from the 3 mortgage brokerages that we are partnered with (owned by one of our directors) - last month they wrote c250 new mortgage applications. There is huge scope to offer a dynamic referral process to these 50+ mortgage brokers and receive qualified leads in return!
Responsibilities
We offer our clients bespoke high quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice. This role will include building relationships with new introducers as well as managing and developing new introducer relationships.
Qualifications
* Level 4 Diploma or Equivalent
* Experience in providing financial and/or investment advice to clients
* Competent in building and managing stakeholder relationships
Remuneration
This is a self employed role, with a significant shareholding in the business from day 1.
Earnings on cases will be as follows:-
* 80% on Initial Advice Fees for all cases introduced by you
* 40% on Initial Advice Fees for all cases introduced by a partner firm to you/Oakwood
* 50% of all ongoing advice fees (regardless of initial lead source)
Application Process
To arrange a private, no obligation chat - please contact pete.willcocks@vestura-group.co.uk or gareth.love@oakwood-capital.co.uk
We are not looking to work with any third party recruitment agencies.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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