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Independent Financial Adviser

Independent Financial Adviser

Ortus PSR

Posted 5 days ago, valid for 17 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

The job opportunity is for experienced Financial Advisers who manage clients with £20 Million in Assets Under Management (AUM).
Candidates should have a proven track record in providing independent financial advice and exceptional client service.
The position offers a guaranteed draw during the transition to a self-employed role, with potential earnings of £100,000 for the first £250,000 in revenue and up to £126,250 after reaching £300,000 in revenue.
The role provides unparalleled support, including a dedicated paraplanning and admin team, as well as marketing assistance to help grow the business.
Flexibility in work location and access to cutting-edge technology are also key features of this position, which aims to empower advisers to maximize their earnings.

Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you!

Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.

Here's what awaits you as an IFA.

While you transfer into a Self Employed role within the business you will be provided with a guaranteed draw that will look after you while you move your clients across after covenants.

Take home 1 st £250,000 = £100,000 (40% of revenue)

Take home after £250,000 revenue includes a profit share of 12.5% so £300,000 = take home of £126,250.

You will be supported by a Paraplanning and Admin team as well as a Marketing consultant who will put in place a strategy to win new business.

Flexibility and Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment. Additionally, our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers.

Unparalleled Support: Leave behind administrative burdens and focus on what truly matters – your clients. Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners. This unwavering support allows you to dedicate your time and expertise to meeting your clients' needs effectively.

Cutting-Edge Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients. With access to advanced tools and resources, you'll be at the forefront of innovation in the industry.

Unlimited Earning Potential: Take control of your financial future and unlock uncapped earnings. As you grow your client base and provide them with fully independent advice, products, and services, you'll see your personal earnings soar to new heights.

Apply now in a few quick clicks

Independent Financial Adviser

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