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Independent Financial Adviser

Ortus PSR
Posted 18 hours ago, valid for 13 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£40,000 - £48,000 per annum

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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

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  • Join a leading IFA firm managing £2.5 billion AUM as a Financial Adviser and receive unparalleled support in building your own business.
  • Enjoy a generous 50/50 revenue share, ongoing training, and a tax-free financial draw to ease your transition into self-employment.
  • As your business grows, you can progress to a 60/40 split and gain the opportunity for partnership with an equity stake in the firm.
  • The firm specializes in helping advisers transition clients from larger institutions and offers state-of-the-art technology for client portfolio access.
  • Candidates should be ambitious, self-motivated financial advisers with a proven track record, ideally with at least 3 years of experience, and a competitive salary structure is in place.

Financial Advisers – Take Control of Your Future with a Leading IFA Firm

Are you ready to embrace self-employment but worried about the challenges of going it alone? Join our growing IFA firm, managing £2.5 billion AUM, and receive unparalleled support as you transition into building your own successful business.

Why Join Us?

  • 50/50 Split: Enjoy a generous 50/50 revenue share with full support in Administration, Compliance, Paraplanning, and Marketing & Business Development. This means you can focus on what you do best—advising clients and growing your portfolio.
  • Ongoing Training & Development: Benefit from continuous professional development to enhance your skills and ensure you stay ahead in the ever-evolving financial landscape.
  • Tax-Free Financial Draw: We understand that making the move to self-employment can be daunting. That's why we offer a tax-free financial draw to ease your transition, giving you peace of mind during the early stages of your business.
  • Progression to 60/40 Split & Partnership: As your business grows, so will your rewards. We offer a clear path to a 60/40 split with the opportunity to become a Partner with equity stake within the firm.
  • Experienced in Client Transitions: We specialise in helping advisers transfer clients from big-name institutions, banks, and wealth management firms. Rest assured, you'll have expert guidance throughout the entire process.
  • State-of-the-Art Technology: Our fully digitised platform allows your clients to access their portfolios online, offering transparency and convenience that sets you apart in today’s market.

Who Are We Looking For? We’re seeking ambitious, self-motivated financial advisers with a proven track record who are ready to take the next step in their careers. Whether you're currently employed by a larger institution or already self-employed and looking for greater support and rewards, we want to hear from you.

Ready to Make the Move? If you're ready to take control of your career and build a profitable, self-sustaining business, while benefiting from the backing of a highly successful IFA firm, apply today!

Join us and be part of a firm that not only supports your ambitions but offers you a stake in its future success.

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.