Chartered Financial Planner

2 months ago

Leeds, United Kingdom Financial Divisions Full time
  • Outstanding opportunity for a driven and entrepreneurial Financial Adviser
  • Chartered IFA Firm - Offices in City of London
  • Self-employed role with a financial draw/support for 12 - 18 months
  • Do you have a pipeline of business? c.£20m - £25m AUM who will follow you now or after restricted covenants
  • IFA, restricted or banking backgrounds are welcomed
  • Uncapped earning potential: £150k - £300k+ with periodic capital events


As a successful self-employed Financial Adviser, you will always earn far more than you would be able to in an employed Adviser role, but the barrier for most Financial Advisers is being able to fund themselves until they are up and running. Our client has an innovative solution to this problem, they will provide a de-facto salary for up to 18 months, to enable you to build a viable book of business or bring your clients with you in good time. Having worked with this firm for over 8 years, we have seen them grow consistently year on year, via pure organic growth. They are an award-winning Central London based Chartered firm of Financial Advisers, with a demonstrable track record of training and developing staff.


In the last year alone, they have taken on 10 Financial Advisers on this new scheme, all of whom are still in the business, which is a testament to their ability to support people. If you have developed or are managing a successful book of business, where you have built genuine relationships with your clients, then this would be an excellent move for you.


Our client understands that most Financial Advisers will have a year’s restrictive covenant in place, so are happy to support someone through this period, so they can re-engage with their clients at the beginning of year two. In addition to this support, they will also be able to provide you with some existing clients as the senior Financial Advisers within the business have too many to effectively support and are unable to deal with all the new enquiries they receive.


The business offers whole of market advice to HNW clients (on average £1m to invest) but they do have a "Family Office" proposition for clients who close to £100m to invest. The business has a "war chest" of financial backing from large investors who are supporting the growth of the business over the next 5 years with ambitions to double their adviser count to c.100. Many of the existing advisers who manage anywhere between £50m - £100m AUM each are approaching retirement so there will be opportunities for you to learn from the outgoing advisers and possibly buy clients off them as they undergo and "earn-out" process.


You will initially receive 40% of all income you generate, and you will have a "partnership" with the business and benefits from capital events/payouts. Another major benefit of this role is that YOU WILL OWN ALL YOUR CLIENTS, so you will have a tangible asset to sell when you come to retire. The role has the added advantage of offering flexible working, whereby you are not expected to be in the office if you have client meetings to attend. You will run your own affairs but with full admin and paraplanning support.


Please get in touch if you would like to have a confidential discussion about this or other roles we are working on.

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