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Financial Advisor

2 weeks ago

London, United Kingdom Financial Divisions Full time

**Opportunity for Equity Share, Book of Clients provided**

My client is a London based practice specialising in providing high quality personal advice on many aspects of wealth management from corporate financial planning,

retirement planning, protection, tax and exit planning. They place great emphasis on making a long-term relationship with their clients by providing trusted advice which has resulted in a huge increase in Business, including referrals and recommendations.

As they are inundated with Business, they are looking to recruit a new Financial Advisor on a self-employed basis to the team on the following basis
- A book of long-standing Clients (70 to 100 Clients)
- Average Client value of c £250k-£400k
- 75% fee income on fresh business with new clients
- 65% fee income on Business from existing book of Clients
- Opportunity for Equity Participation
- Opportunity to become fully remote
- Any Business you can bring is welcomed
- You must hold your Level 4 Diploma

If you would like to confidentially discuss this opportunity in greater detail, please contact Camilla