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Self Employed Financial Adviser - OTE £100,000 - North Wales

Financial Divisions
Posted 3 days ago, valid for a month
Location

Aberystwyth, Ceredigion SY23 3PF, Wales

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position offers financial support for up to 2 years without the need for payback, aimed at those currently self-employed or transitioning clients.
  • Candidates should have experience in financial advising, although the specific number of years required is not explicitly stated.
  • The role provides leads from professional introducers for high-net-worth clients and includes full financial administration and paraplanning support.
  • Initially, 60% of all fee income will be paid, with the potential for increased earnings as revenue grows, and above-market rates for client sales.
  • Interested applicants are encouraged to send their CVs to Sam at Financial Divisions for a confidential exploratory call.

Financial support provided for transition, no payback required

Do you currently work for yourself and believe you aren't getting a fair share of the money you generate? Do you want to work for yourself but can't afford to wait a year for your restrictive covenant to end before you can get in touch with your clients?

My client has a unique solution for you, which they have successfully offered to a number of the new Advisers that have joined them over the last couple of years.

  • Financial support provided for up to 2 years, whilst you are waiting for your restrictive covenant to expire, and you build your client base back up
  • The financial support will be non-refundable
  • Leads provided from professional introducers for high-net-worth clients and their families
  • Initially 60% of all fee income will be paid over, this will increase as you achieve increased revenue streams
  • Full Financial Admin and Paraplanning support
  • Option to be 100% home based
  • Mentoring and support from a highly experienced Senior Management Team
  • Above market rate multiple offered when you want to sell your clients

Having worked with this firm for nearly 10 years, we have seen them consistently grow organically, providing their staff with careers rather than dead end jobs. The firm have no intention of selling to a larger third party consolidator and are looking at internal succession planning.

If this role is of interest, then please send your cv to Sam at Financial Divisions, so she can arrange an exploratory confidential call.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.