Independent Financial Advisor (Employed)

Our client is offering something refreshingly different in the marketplace: a sensible, financially attractive opportunity for financial planners in mid-career with no plans to retire or exit the industry.

Designed for a financial planner who prefers the stability of an employed role, and who wants

efficient administration and great support. Successful candidates will have enjoyed success

to date, and want to find a company where you can best develop your potential and enjoy

what you do.

You will have a client following that wants continuing advice. Moving is stressful, so you will want this to be the last move you have to make.

Our client has been around for 50 years and is a business with long-term plans. It has a significant heritage, giving it stability. It does not need any investment capital from third parties. It is a brilliant place to work for financial planners who do not want to continue to be caught up in the turbulence of consolidation prevalent in the industry.

There is an impressive financial package, and non-validated financial support during

transition.

This is an Employed role.

The package for financial planners is designed to pay 80% of adviser fees.

£80k basic salary and OTE £130,000+. More for financial planners with £20m+ FUM

aggregate.

Salary is not fee validated during transition, thereafter 100% validation (£80k in fees

validates £80k salary, fee balance goes into bonus pool).

Pension, PMI, life cover and share scheme incentive plan included.

Planned capital event within next 5 years, plus exit strategy.

Clients know in most instances they can follow their adviser without making

changes to their existing arrangements. In situations where existing

arrangements are being replaced, superior performance and lower charges are

attractive.

There is a happy culture heads of all departments have been with the firm at least 10 years. There is a highly efficient administration and paraplanning team. if you are a successful Financial Adviser and you have an existing client base to build on please send your CV today