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An independent Wealth Management firm is looking to take on Self Employed Advisers from across the UK and is able to provide whole of market access to Investments, Pensions and Mortgages.
The team thrive on providing a relationship-based service to investors looking for a reliable, personal approach to financial planning. It is fundamental to their philosophy to be accessible and approachable to all their clients with the same high level of service.
Would you like to spend more time with your clients on one-to-one basis?
This is a Self-Employed Financial Adviser role that puts you in control, work from home or their office in London, they offer up to 80/20 splits from day one.
The offering is flexible based on the level of support you are looking for, if you want full Admin and Paraplanning support so you only have to focus on the relationship then they can offer a 60 / 40 split.
You keep full ownership of clients and receive compliance support with reports turned round in 24 hours.
The team offers a truly whole of market offering.
This business is an ideal fit for Advisers who feel like they are unable to look after their clients how they would like due to their current firms offering or stringent compliance processes.
If you need financial support while you move your client base across the team can offer bespoke packages.Â
Client charges are worked out on an a case by case basis with a cap of 3% on initial and 1% on recurring all in line with consumer duty.
So if you are currently part of a network or being moved to restricted advice and are looking for a business that puts the client process at the heart of their model then apply today.
