(LB57) Self Employed Financial Advisor


Our client is a multi-award winning national firm of financial advisers providing financial advice to individuals and their families, businesses and charities. They've recorded strong growth since they were founded in 2005 and following a Management Buyout in 2007. They're planning significant expansion this year and beyond and to do this they need like-minded, self-employed and employed advisers to join them. Could that be you?

They provide full support in enabling you to set up your own business with the benefit of feeling you’re not on your own. Below is an overview as to some of the benefits:

- Competitive retention rates up to 70% with a Permanent Desk (including printer use, stationary, coffee and state of the art interview room usage for client meetings)
- Dedicated Business Development Management support to help you grow your business, access to the centralised marketing team and branded client facing documentation
- Award-winning Training and Development support including STEP certification, Chartered qualifications plus many more
- Investment Management Committee and services in-house
- Lead generation programme and bespoke value packages available depending on adviser needs via the concierge team
- Restricted and Independent offers for advisers (route to advice)
- Partner program
- Due diligence and an extensive pre-approved panel of products and providers available to use for efficiency purposes in giving advice
- Potential of retainers up to £10,000
- Street to Seat time 35 working days
- Showcase Days and Client Appetiser brochures available, events programme, comprehensive induction programme
- Administration support, suitability report templates, helpdesk service and research tools
- Support with transferring the servicing of your clients, HR recruitment, payroll and advice service if you choose to employ your own staff
- Integrated technology, electronic valuations reports, system generated suitability letters, Cashflow modelling and financial planning tools, IT support desk

This is an exciting opportunity to engage with an ambitious wealth management firm and share in their future success with tailored support to help you grow your client bank and funds under management.