Self Employed Financial Adviser

Self Employed Financial Adviser
Yorkshire
£50K+ year 1, £80K+ year 2
Flexible / Remote working

Are you currently working as a Financial Adviser / Planner but are struggling to develop your client bank?
Are you are not getting the flexibility you require?
Do you need admin / paraplanning support?
If any of the above are true, then this role may be the one for you!

A growing Financial Advice firm are looking to take on a new Financial Adviser to inherit a book of business circa £15m AUM (circa 60 clients). This is a role for someone who would class themselves as more of a 'Farmer’ than a 'Hunter’, but they still expect the book to develop organically over time.

Other Advisers in the firm are averaging £140k written revenue, across 100 clients each, most of which they inherited.

Overview:

As this is a Self-Employed position, its completed flexible working hours with no requirements to visit the office. All admin support covered including packs completed.

Financially these splits are very favourable, with 50-50 for clients inherited and new business splits start at 70 / 30 for the first £100k, then increasing from there.
You need to have recent experience working as a Financial Adviser to be considered, and a book of business, no matter what size, will always help you earn more. However, this is not a requirement to be considered, people without a book of business will still be interviewed.

To be considered you will need to be Diploma qualified (Level 4 and above)

Financials:

Realistically it will take 3 months to build up a pipeline of money coming in, therefore the expected earnings for year 1 are £40-50K. However this increase to £80K+ in year2 and £100K+ in year 3.
Obviously the OTE will be more if you have clients to bring with or have more success with new business.

Contact Sam at Heat if you are interested and believe you have the necessary experience.

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