Financial Adviser

Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.

This would be well suited to an individual with 12+ months’ experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.

In return, the company would provide full support to help you flourish and achieve a healthy client portfolio. The resources provided include:

• Leads provided from their professional introducers which often include HNW clients
• Providing completely independent advice including bespoke portfolios, EIS, VCTs and BPR for IHT
• Back office support
• Free access to software including MICAP, FE Analytics and Selectapension
• Potential opportunity to have equity for the right individual after 2 years

The Company

This rapidly growing financial planning firm is led by a highly successful individual. The Director is motivated by mentoring and training motivated individuals and offers career progression. The business regularly works with HNW clients including celebrities and professionals.

Financial Adviser Requirements

• You should hold your full Level 4 Diploma in Financial Planning or equivalent
• You should have experience as a Financial Adviser and be able to hit the ground running
• You should have some transferable clients and/or methods to generate business

Financial Adviser Benefits

• Self-employed role with uncapped earnings based on your performance and achievements
• OTE of £60,000 - £100,000+
• Fair commission splits
• Remote based working
• Opportunity to join a growing business with potential equity in due course

Locations

Nationwide

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