IFA (self-employed)

IFA (self-employed)

EGR/10429

Financial Services

£60,000 - £150,000

31/12/2021

Are you an experienced Financial Adviser currently working as an AR, or with a DA firm and looking for an easier / better way to make more money?

We are delighted to be supporting an award-winning, high-profile UK firm with their ongoing expansion for Financial Advisers, on a self-employed basis. These opportunities are throughout the UK.

They can offer:-

– To ensure minimum business disruption, significant client transfer/transition support is provided

– Recognition that ownership of clients remains with Adviser

– Fully guaranteed PII (no excess liability, now or in the future)

– Multiple ways to join, as an RI, AR or Trading Style

– No requirement to move client monies at any point, as an ‘independent and impartial’ view on the market

– No financial benefit taken at all from Investment partners or platform technology providers

– Wealth Platform Client Portal, providing live valuations across the market

– Access to various fund styles across numerous portfolios, fund managers, model portfolios and DFM’s

– Eliminate adviser admin time with a unique and market leading, client review process

– Easy to use, adviser designed, back office system

– In house paraplanning and admin service, featuring a state-of-the-art DB transfer desk

– Experienced head office support team

– Quarterly events and regular informal ‘best practice’ meetings

– Learning Academy

– Free of charge business growth and planning support

– Personalised website

– Professionally packaged client marketing

Minimum DipFA or equivalent
SPS

Applications are invited from high achieving Advisers (minimum 60k productivity) who currently hold SPS/CF30 and who are keen to continue their successful career.

Are you interested?


Click to apply today!

Apply now