Financial Advisor

We are pleased to be able to offer a new business opportunity for established, Independent Financial Advisers.

We are working with a recognised national organisation, who put the relationship between client and advisor first, an exciting opportunity to work for a large network and all the benefits that go with this, whilst maintaining your established client relationships.

The Company will support Advisers in every aspect of the day to day running of their business, enabling Advisors to grow their current offering with the added structure and support of a large national brand.

You will already be working with a well-developed client bank and maybe looking to develop and increase your clients or perhaps, thinking of succession planning, therefore, looking for an opportunity to secure the future welfare of your clients in the longer term.

Our client will offer a bespoke contract to an adviser looking for security and certainty in the longer term, supporting you with the demands of the paperwork process to offering a complete management buyout. As part of the criteria our client wants to work with diligent and customer centric people, who above all, pride themselves on delivering to their client’s needs and expectations

Benefits of the contract ;

• Full retention of clients and business identity
• Access to an excellent equity participation scheme
• Bespoke competitive contracts, covering fee, commission
• No fees including PI with run off
• Paraplanning support including pension transfer cases
• Access to Business Development Managers
• Excellent relationship with the regulator enables business transaction in all areas
• Marketing support including microsite
• Home based UK wide
• Immediate practise buy out available

If this sounds like the next step for you and your clients please call Jess Theedom or Kim Babb on 01603 615511 to find out more

Job Summary

Job Title Financial Advisor
Job Type Permanent
Salary Negotiable
Last Updated 27/07/2018
Reference SF41455
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