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Financial Advisor - Equity Partner Senior IFA

Financial Advisor - Equity Partner Senior IFA

Posted 10 September by Vision-FS Recruitment
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Financial Advisor | Independent Financial Advisor | Wealth Manager | Private Banker

Locations: London & South East | Surrounding Area's

Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor

OTE: £150,000+ | Un-Capped Earnings Potential


This is an award-winning Chartered Independent Financial Advisor | Wealth Management firm based in London with nearly two decades of providing Wealth Management solutions to HNW and UHNW clients. Currently managing over £2b+ FUM with drive towards achieving £5b FUM by 2025.Based in the City of London with 50+ Financial Advisor’s within the business and fully supported by a highly experienced back office team.

Truly Independent Financial Planning and a multi-award-winning business who have won numerous industry awards. Their overriding aim is to be recognised as the best Independent Wealth Management Group in the UK

Advisers provide Financial Planning-led Wealth Management advice and services to HNW and UHNW private clients around London and the South East. Working closely with the "Magic Circle" Law firms and the top 4 Audit and Accountancy businesses in the UK. With continued investments in technology, infrastructure and reducing investment costs they can deliver a market-leading proposition to clients that includes bespoke investment solutions and innovative technology, advanced technology designed to help advisers and clients.

The business allows advisers to work with the freedom and responsibility to take control of their careers, offering the Financial Advisor one of the best support packages in the industry. All Financial Advisors who join can build towards an equity partnership in the LLP and share in the success of the group. As such adviser client relationships are not based around the provision of set products but focused on understanding client’s objectives and tailoring plans, services, and portfolios to both meet goals and reduce threats.

Due to increased demand for Wealth Planning, the firm is looking to grow their CF30 Diploma Qualified Financial Advisor’s in London and the South East. Any Financial Advisors who have their own network, book of clients or contactsand looking for an infrastructure of a Regional IFA business should apply for this position.


The business is looking for Diploma Level 4 Qualified Financial Advisor | IFA | Private Banker | Wealth Manager with minimum of between 2-5 years’ experience in a CF30 UK Financial Advisor role.

  • Independent Financial Advisor role
  • Employed | Self-Employed | Retainer contracts
  • Independent Financial Planning and Wealth Management Business
  • Build an equity stake in the business under LLP
  • Group Profit share
  • Business Development Director to help open new client opportunities
  • Marketing, Client Events, Seminars with experts in their field
  • Lead generation support
  • The group will help to double your FUM
  • All regulatory costs covered
  • Training and Development
  • Flexible client charging structure
  • Manage and build your own business within the Group
  • Own your clients from Day 1
  • Manage your own diary
  • Powerful back office tools allowing live client portfolio valuations
  • Marketing, IT and back office support
  • Compliance, training, and technical support
  • State of the art IT and business processing system
  • All hardware and software provided
  • Allocated paraplanning and admin support
  • Working from home or access to office
  • Un-capped earnings potential
  • Adviser Retirement Package


  • Diploma Level 4 Qualified UK Financial Advisor
  • 2-5 years minimum experience as a Financial Advisor | Wealth Manager | Private Banker
  • If you enjoy a client following between £20m to £100m
  • Individuals wanting to develop their own business and clients
  • Self-sufficient and have a credible business plan
  • Good at business development or looking to build up a client book
  • You may have a client book already and need a superior proposition
  • Hungry, driven, and motivated individual - wanting to earn minimum c£150,000+
  • Ultimately become a Partner and Equity stakeholder in the group


If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.

Synonyms: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning, Private Banker, Wealth Manager

Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.

Required skills

  • Financial Advisory
  • Financial Planning
  • Financial Services
  • Wealth Management
  • Independent Financial Advice

Reference: 40611632

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