Independent Financial Adviser

Job Details

Reference ID 254
Vacancy Location Nationwide
Job sector
Job type
Remuneration OTE of £80,000 - £100,000+


Are you a current
Financial Adviser and use DFMs when creating financial planning solutions for
clients? If so, you would benefit from this proposition!

The Company

Specialising in independent financial advice to HNW clients, this
company provides an exclusive network for 120+ IFAs. They are wholly owned by a
highly respected FTSE 250 firm, providing them security and growth prospects. They
are looking to recruit likeminded Independent Financial Advisers.

Independent Financial Adviser benefits

As an IFA of this growing team, you will benefit from their established
infrastructure and expertise on how to maximise your effectiveness and provide
top service to clients. The advantages include:

  • Fully independent with open architecture
  • Utilise a panel of 5 DFM’s – meaning clients investments are actively
    managed on a daily basis by professional investment managers
  • Quarterly reviews to carry out due diligence on each DFM on the panel to
    ensure they continue to offer excellent investment management, with their team
    of IFAs able to contribute to these
  • Competitive TER costs
  • Option to utilise their recognised branding with free stationery
    provided or use your own trading style
  • Access to use meeting rooms in 14 regional offices

Retention rates for their Independent Financial Advisers

  • Retention rate of 20% of gross income, capped at £30,000 and then 3%
  • No monthly fees or additional charges (professional indemnity, FCA and
    FSCS fees all part of the retention rate)
  • Discretionary bonuses payable to their Financial Advisers
  • Self-employed role with OTE of circa £80,000 – £100,000+

Client and business opportunities

  • Utilise their professional links with key introducers for referral
  • Internal client bank purchase options available to acquire fellow Financial
    Advisers looking to retire or supported with undertaking external acquisitions
  • You retain ownership of your clients

Requirements to be considered

  • You should be a current Financial Adviser with a client bank of £10m+ FuM
    and have a business plan to show how you would increase this over the next 3 –
    4 years
  • Ideally, you should understand the benefits of using professional fund managers


Nationwide – working remotely

us now on 0208 0044 154 or click Apply

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