The Right Person

  • Experience and track record in high performance sales enviroments.
  • Recognised tertiary qualification (s). Alternatively, will complete a recognised qualification
    within 6 years of employment.
  • PGDip Financial Planning/ CFP will be considered advantageous, but not a requirement for the role.
  • Written and passed RE5 – Representative Exam. Alternatively, will complete the exam
    within 2 years of appointment.
  • Experience in Investment advisory to clients as a wealth manager in the HNW segment
    will be considered advantageous.
  • More experienced advisors will be considered in teams of their mutual value proposition
    and skill set.
  • Strong sales, interpersonal and business development skills and acumen.
  • Ability to demonstrate a high level of new business prospecting activity particularly
    within the first quarter of appointment.
  • Ability to grow an investment client book within the first 12 months and consistently
  • Currently have an investment client book that can be brought across with no restraint of
    trade sanctions . A client book will be considered advantageous but not necessary.
  • Has a unique network in which they can attract and source private client business as well
    as IFA’s that want to merge their investment client books into Warwick.
  • Needs to be a team player with the ability to function independently as well as be able to
    grow to a manage small team.
  • Own car and valid driver’s license required.

Desired Skills:

  • As per above

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