Financial Adviser

BWD are working with an established IFA business with a history of almost 20 years, we are supporting them with the hire of a qualified and ambitious financial planner to take over a very well established client bank. This opportunity offers excellent long term prospects that over time will see the successful hire inherit earnings of well over £200k.

You will initially take over and receive partial credit of an existing book of clients that you will manage and develop in line with service level agreements, this will guarantee a minimum base line income of c£45,000, the expectancy for this will be to typically conduct two review meetings per week, in addition to this you will receive new business opportunities and will receive a highly competitive rate of 85% of any revenue generated from these opportunities.

Initially you will,

• Take over the ownership of c100 clients
• Instantly receive 50% of the ongoing credit as income month on month
• Conduct review meetings in person / via teams - Some with the existing adviser to ensure a smooth transition of the client relationship
• Work on leads provided, referrals and self-generated opportunities and receive a 85% split on all revenue
• Receive 85% of all revenue novated or self-generated (this is however not a stipulation of the role)
• Have the freedom and flexibility of working remotely and no micro management

Longer term you will

• Take over the remaining client relationships of a further 30 clients
• Eventually receive 85% of all revenue - Currently sitting at over 280,000 which on today's revenue would equate to earnings of over £235,000.
• Run your own cost centre of an experienced advisory business

Applications are invited from Dipfa qualified planners with an appetite to grow and develop their earnings