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Self Employed Financial Advisor

Finlink Ltd
Posted 3 days ago, valid for a day
Location

Penryn, Cornwall TR10 9BW, England

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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  • The position is for experienced self-employed Financial Advisors across the UK, offering an 80%/20% fee split.
  • Candidates should be comfortable generating their own business and have a minimum of three years of experience in financial advising.
  • The network provides full compliance support, FCA levies, and professional indemnity cover, with a commission cap of £30k.
  • Advisors can enjoy a discretionary bonus based on their level of discretionary fund management, potentially reducing fees significantly.
  • This role allows advisors to have full control over their operations while receiving dedicated support in paraplanning and administration.

Self Employed Financial Advisor

UK Wide

80%/20% fee split

The network are looking for experienced self-employed Financial Advisors who want to be part of a independent network. This is an opportunity for advisers who are comfortable generating their own business and are committed to providing high-quality financial planning services and currently have over £15 million in funds under Management.

About the Network

The network was established almost 20 years ago and now have over 140 ARs. They are an independent network with a strong discretionary fund management (DFM) panel with seven providers, they conduct quarterly due diligence on DFM options to ensure the best outcomes for clients.

The network also offers full compliance, FCA levies, and PI cover provided. The commission split is 80/20, capped at £30k. Once above the limit, 3% ongoing fee for the rest of the year.

Discretionary bonus available for advisors with agreed level in DFM, reducing fees even further, with the possibility of eliminating fees altogether.

The Role

As an adviser, you will have full control over your daily operations, allowing you to focus on expanding your client base. With dedicated support in paraplanning, compliance, and administration, you can concentrate on providing exceptional service without the burden of operational tasks. Backed by streamlined systems and efficient processes, you’ll have everything you need to nurture your existing clients and grow your business with confidence.

Apply

This is a network for experienced, independent Financial Advisors who are looking for a long-term home with strong compliance, investment support, and business growth potential. If this sounds like the right fit for you, apply today.

Synonyms

Financial Adviser, Self employed Financial Adviser, Independent Financial Adviser, Financial Planner, Self Employed Financial Planner, Self Employed Financial Planner, Wealth Manager.

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.