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Our client is an independent, multi-award-winning group of financial advisers that offers clients and their family financial advice that is free of jargon. Over the course of our eight years of close collaboration, we have helped this company grow organically by supplying them with top-notch personnel at every level.
hey offer a unique solution for Financial Advisers that want to move from an employed to self-employed model but cannot afford the initial transition. They will provide a non-repayable draw until you are producing enough revenue to be self-funding. Once you move from their funded support model to a fully self-sufficient, self-employed role, they will pay 60% of all fee income you produce. Then once you hit agreed income milestones, they will increase the 60% rate.
The role has the added advantage of being fully supported by Financial Admin and Paraplanning staff, with the additional option to being more home than office baaed. In addition to this, they have developed a number of relationships with professional introducers that will provide a steady stream of high-net-worth new business enquires for you. The firm have no intention of selling to a larger third party consolidator and are looking at internal succession planning. They will also buy your client base from you when you want to retire, at above current market rate multiples.
If you have always wanted to be self-employed but have been held back due to financial limitations, then this role will uniquely offer you a demonstrably proven practical solution to this problem. Our client is looking for Financial Advisers that will have clients to bring, post any restrictive covenants.
