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

Call us
now on 0208 0044 154 or click Apply

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