Chartered Financial Planner Opportunity

3 weeks ago


London, Greater London, United Kingdom Service Care Solutions Full time
Financial Advisory Opportunity with Established Firm

Service Care Solutions is recruiting on behalf of a reputable Financial Advisory firm in London for experienced Chartered/Non-Chartered Financial Advisers to join their team on a self-employed basis.

The firm is seeking professionals with their own current portfolio of clients or those who can guarantee £5m+ AUM to be brought in following a retainer period.

As a self-employed adviser, you will have full ownership of your clients and receive a guaranteed expense while building your portfolio. This is a fantastic opportunity to expand your portfolio and work alongside high-level advisers, with an excess client scheme available for retired advisers to sell clients to other advisers.

With flexible working arrangements and no expectation to come to the office, you will have the freedom to manage your workload while benefiting from sharing expertise and methods among advisers.

  • Requirements:
  • Level 4 Diploma through CII/LIBF as a minimum.
  • Current AUM/FUM of £5m+ or confident of bringing this amount in after the retainer period.
  • Track record of advising a client portfolio and generating business to grow a portfolio.
  • Great communication skills and ability to work professionally and adapt to any team fit.


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