Aspirational Financial Adviser

Are you an aspirational Financial Advisor, fed up of working
for someone else and keen to run your own business, as an AR firm with your own
business name?

Our client is an exclusive, high profile IFA network of
circa 150 IFAs who each manage on average manage £50m+. Therefore, this
provides superb opportunity to be within a team of high calibre IFAs, putting
you in the right place to thrive.

You will be joining a team who are proud of providing
independent financial advice, with autonomy to set your own charging structure (within
fair guidelines) and strong ethics aligned to being fair, honest and acting
with integrity. You will have 100% ownership of your clients.

As an aspirational Financial Advisor, you should have
confidence in being able to generate clients with the goal of surpassing £15m
FuM within 4 years of joining. To do so, you should have a clear business plan
of how you would generate clients, whether that’s networking, lead generation
activities, marketing, professional introducers etc. Typically, you should have
circa £5m+ of FuM to bring with you to provide the platform for you to build
from.

Should you wish to undertake acquisitions to acquire clients
from retiring IFAs or IFAs selling part of their client bank, our client has direct
access to funding from their parent company with incredible interest rates. Due
to the size of the network, there is good chance there will be fellow IFAs
within the business who will be thinking about their succession planning, providing
you opportunity to potentially acquire clients from your peers.

Furthermore, our client offers a compelling financial
offering with 80% of the gross banked income (no network deductions), paid
weekly, with opportunity to increase this to 97% upon achieving set milestone. All
FCA, PI, FSCS fees and software are included at no additional charge.

As you will be joining as an AR, you will trade as your own
brand and be able to have flexibility to design your own charging structure,
offering fully independent financial planning advice. Therefore, building your
own business, with you at the helm, whilst getting full support on compliance
matters that are handled in-house, including the Gabriel reports undertaken by
the firm.

The business are advocates of a DFM approach and work
closely with a panel of industry leading DFMs, with whom they have negotiated
terms and fees. Therefore, this suits Advisers who utilise DFMs / MPS. However,
you have autonomy to offer advice outside of DFMs if desired.

To support you, the business has a specially trained team of
in-house report writers who can complete your pre-review preparation and write
your post-review letters, on a pay as you go basis, at cost basis.

Financial Adviser Requirements

• You
  must be a current Financial Adviser with robust plans on how you would grow
  your business
• You should
  have clear sight of being able to exceed £15m AuM within 4 years of
  joining
• You should
  be open minded to using DFMs

The Company

This independent financial planning and wealth management
firm collectively has nearly £7bn of AUM across their team of Financial
Advisers dotted across the UK. They are wholly owned by a FTSE 250 firm,
providing them security and growth prospects.

Financial Adviser Benefits

• Self-employed
  with OTE of £100,000 – £200,000+ (uncapped with many of their established
  IFAs earning well in excess of this)
• 80%
  of gross banked income (no network deductions), rising to 97% commission
• Discretionary
  bonuses when certain levels are reached, which reduce costs
• Financial
  support offered to help you during initial period upon joining, reviewed
  on case-by-case basis
• Good
  support with dedicated support and development on hand
• Access
  to use meeting rooms in 15 regional offices if desired

Locations

Nationwide – working remotely

Call
us now on 0208 0044 154 or click Apply

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