Financial Advisor

Are you an experienced Financial Advisor seeking a self-employed position within a directly authorised, IFA firm that provides a supportive, straight-forward proposition?

They have 30+ IFAs who enjoy being part of the business, due to being able to offer independent, unbiased financial advice, with the autonomy to put clients’ best interests at the heart of everything you do.

This proposition is well suited to experienced Financial Advisors for the following reasons:

• Excellent IT systems with paperless environment and continued adoption of developments in technology
• Access to full paraplanning, administration and technical support services
• Continued desire to create effective and efficient systems that mean you can focus on doing business, rather than creating headaches for you
• Ability to have equity participation in the company, showing the company’s desire to have long term partnerships with their Financial Advisors
• Clear, straightforward commission structure, with 100% paid to you upon achieving set threshold
• Continued support and development programmes should you wish to expand your technical knowledge (funded by the company)
• In-house full or part practice buy-out option available should you wish to sell all or part of your clients in the future

To be an appropriate candidate for this position, it is important you have ability to bring clients and continue to generate your own clients. As such, it is recommended you have a business plan on how to successfully achieve this. However, you won’t be on your own, as you will be provided marketing assistance and support in organising events to expand this further.

Requirements to be considered

You should be an experienced Level 4 Diploma qualified Financial Advisor looking to benefit from being part of a dynamic forward looking company. Being positive and highly motivated is key and you should have the ability to work remotely. You should have a transferable client bank.

Benefits

• Self-employed role with excellent commission rates available with up to 100% paid upon achieving milestones!
• Ability to provide fully independent advice to clients
• Investment has been made into the firm’s IT software and offers a paperless environment
• Company equity participation scheme, means everyone in the business has a vested interest in being successful
• Comprehensive IFA development programme
• Practice buy out scheme is available for IFAs thinking of retiring in the future
• Home based role with regular team meetings, usually hosted in London

Locations

South East England, although happy to consider further afield

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