Financial Planner - Chartered Practice

Posted 17 January by Exchange Street Financial Services

An award winning Chartered practice, this organisation is one of the UK’s leading financial planning firms.

Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs, this forward thinking organisation has continued to build on its success by recruiting quality individuals throughout their branch network.

The role is fully supported by both paraplanners and technically competent administrators, allowing the incumbent the opportunity to focus most of their time in a relationship management or advisory capacity. However any applicant will need to have their own client portfolio. Whilst the practice will assist each adviser to fulfil their potential they are unable to commit to providing additional leads/clients, although a small client base with recurring income is available in Scotland.

Whilst there is a desk charge to cover the high quality support provided (the business has a large administration and paraplanning unit with well qualified staff) this does not come into effect until month three and splits on business produced are excellent, with the adviser receiving 75%.

This is a superb organisation and any self-employed adviser wanting to maximise their output will benefit from being part of one of the most successful brands in the UK.

Required skills

  • Financial Planning

Reference: 25737004

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