Financial Adviser

Job Details

Reference ID 1798
Vacancy Location Nationwide
Job sector
Job type
Remuneration Self-employed role with uncapped earnings based on your performance and achievements


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



Call us
now on 0208 0044 154 or click Apply

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