Independent Financial Advisor + Large Client Bank

Our client is a long-established and successful Financial planning firm. Following a review of its staff structure and numbers because of an intention to create an Employee Ownership Trust (EOT) later in 2023. It has highlighted the need to recruit an additionalIFA.

The purpose of the trust is to transfer the ownership of the company to the staff. This is a fantastic opportunity to become beneficiaries of the trust and you will have the potential to benefit from profit share and a capital event on the future sale ofthe business

The firm currently has 6 IFA’s, however, the principal fee earner is looking to reduce the number of clients that he looks after and the other advisers have limited capacity to deal with them.

**DIS** (after 6 months) - 4 times

**PMI** (after 6 months)

**New business bonus** - 20% on any new business without threshold.

There is no company car or allowance, however, they will pay 45 ppm for business travel. This is a unique opportunity for an experienced IFA to join a fantastic business. If you fir the criteria for this role please send your CV today.