Back to search
A leading Chartered Financial Planning firm, with over £1bn in AUM, are looking to expand their adviser numbers by onboarding self employed advisers across the UK. They have market leading technical support and training, including full support to reach Chartered status. Their splits are from 70/30, increasing to over 90% depending on business levels. All compliance and indemnity will also be covered.
Package
Market leading self employed splits
The company
- A leading national Chartered IFA practice
The Role
- Providing financial planning advice to clients across the UK, be it via face to face or remote based advice.
- Reviewing client portfolios.
- Taking clients through a lifestyle financial planning journey, advising appropriately as required.
- Liaising with the technical and administrative teams.
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD
- Access to market leading support, marketing and training.
- A dedicated team of paraplanners and administrators with in house compliance.
The candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Ability to manage and maximise portfolios, in line with TCF and FCA requirements
- Knowledge of general planning and also ideally VCT, EIS and IHT matters but not essential
- Use of Cash Flow modelling and lifestyle planning as required
Next steps
- Apply with a CV to below email for confidential discussion and review of opportunity and process
