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Independent Financial Adviser

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Location

Olney

Salary £50000 - £80000
TypePermanent
WorkplaceRemote
Ref83669

Recruiter Managing This Role

Job Title: Independent Financial Adviser

Are you a talented and experienced financial adviser looking for a unique opportunity during a period of transition? We invite you to consider joining our partner, a forward-thinking company that is currently undergoing significant changes. The director has outlined an exciting path that could lead to a rewarding and prosperous career for the right adviser.

About Us:

  • The firm are in in the midst of a transition and are actively seeking advisers with transferable Funds Under Management (FUM) who can play a pivotal role in this process.
  • Fully independent proposition for clients
  • During the initial two years, you will work as a self-employed financial adviser, then moving to employed 
  • Potential for buyout of your client bank 
  • You will gain access to full back-office support and have the opportunity to take on clients from advisers who are retiring / departing 

Compensation Structure:

  • We offer a competitive 70/30 split, which increases with revenue to an attractive 80/20 split.

Qualifications:

To excel in this role, you should have:

  • A strong background in financial advising.
  • Transferable Funds Under Management (FUM) that can contribute to the transition.
  • A commitment to providing exceptional financial advice and maintaining strong client relationships.
  • An eagerness to embrace and adapt to the changes and opportunities presented

If you are an experienced financial adviser looking to be a part of a dynamic transition process and contribute to the growth and success of a forward-thinking firm, this opportunity may be the right fit for you.

What next?

Apply today to be considered for this Financial Adviser opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF

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Application For Independent Financial Adviser