Chartered Financial Planner

1 week ago

London, Greater London, United Kingdom Financial Divisions Full time £50,000 - £150,000 per year

OUTSTANDING OPPORTUNITY

Self-employed Financial Adviser with a financial draw/support

Ideally Chartered or working towards it

IFA, restricted or banking backgrounds are welcomed

Uncapped earnings potential 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 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 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. In addition to this support, they will also be able to provide you with some existing clients as the senior Advisers within the business have too many and are unable to deal with all the new enquiries they receive.

The business offers whole of market advice to HNW clients (on average £500k - £5m to invest) but they do have a "Family Office" proposition for clients who have significantly more 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 - £150m 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 70% of all income you generate and this will increase as you generate more fees. 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 extensive flexible working. 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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