Job Description

They can offer you access to the following:

• Independent Financial Advisor role
• Training and development
• Access to a first-class marketing team
• Helping you build new professional connections and introducers to add to your existing clients
• Back office support staff
• Cutting edge technology
• Un-capped bonus

They provide the following bene?ts:

• Independent financial advice and they are proud to be commercially independent (no vertical integration).
• In house para-planning and administration service
• Professionally packaged client marketing.
• Wealth Platform Client Portal, providing live valuations across the market.
• Adviser designed back office system, Enable.
• Experienced Head Office Partner support team.
• Fully guaranteed PII (no excess liability, now or in the future).
• Free of charge business growth/planning support.
• Learning Academy.
• Recognition that ownership of clients stays with their Partners.
• Multiple ways to join as an RI, AR or Trading Style.
• Your own personalised website.
• Signi?cant client transfer/transition support.
• Quarterly Partner events and regular informal 'best practice’ meetings.
• A true Partnership culture design to support you and your business to provide great client outcomes in an environment where they do not take a penny from Investment partners or platform technology providers.
• A unique and market leading client review process, which eliminates advisers admin time and maximises the engagement between an adviser and a client
• Equity Partner in the business
• Home based working
• Assigned an Implementation Manager to help you get up and running

The role:

The business is looking for Diploma Level 4 Qualified Financial Advisor / Independent Financial Advisor / Wealth Adviser with minimum 12 months experience in a CF30 UK Financial Adviser role.

• Independent Financial Advisor role
• Dealing with clients in your local area
• Providing holistic Financial Planning Advice
• Ability to earn £100k+ in 1st year
• All paraplanning and admin support provided.
• Wants complete control over their role and earnings
• Become a Partner and have an excellent retirement strategy

Remuneration / Package:

• Un-capped bonus, first year earnings likely to be £80,000+
• Market leading splits to the Financial Advisor
• Low pay away, 9.5%
• Daily payments to advisers
• Adviser Retirement Package

Required Knowledge, Skills, and Abilities

Level 4 Diploma Qualified in Financial Planning Experience as an Independent Financial Advisor, Financial Advisor, CF30 Regulated Adviser 12 months minimum experience in a CF30 role Proven track record of success and achievement Good knowledge around investments and pensions Good compliance track record Existing client bank or ability to generate new business