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This employed Financial Advisor job is available across the UK for Financial Advisors with ability to bring £10m - £15m+ of FuM (now or in near future)?
In return, you will receive excellent remuneration through salary and bonus to appropriately reward you for the business you bring and create. Furthermore, you will receive share options in the business
Our client is looking for driven individuals who have a proven track record in growing their portfolio regularly through new clients and new monies. Therefore, you should be comfortable asking for referrals, networking, working with professional introducers etc.
The business will support you to build your portfolio by making sure you have the right tools and resources available. This includes full back office support from their Paraplanners and Administrators. In addition, they will provide some leads and clients, which likely be because of acquisitions they are undertaking and clients available to be reallocated to you.
The business will ensure clients see value in moving with you to their firm and provide quality service as part of the long term relationship
Financial Advisor Requirements
- You should be a current Financial Advisor, with full Level 4 Diploma in financial planning or equivalent
- You should have ability to bring £10m - £15m of clients with you either now or in the near future
- You should have a proven track record in generating £5m+ of new funds per annum
- You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business
The Company
Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over £300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey.
Financial Advisor Benefits
- Salary open to negotiation with willingness to offer in the region of £75,000 - £100,000 depending on experience, qualifications and levels of business being transferred
- Bonus scheme in place to reward your production
- Virtual Share Option Plan provided
- Home based role with travel to meet clients
- Opportunity to join this business on their exciting next phase
Location
Home based - available nationwide
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