Our client is a directly authorised IFA firm in North Bristol, with an IFA vacancy that is either employed or self-employed, and could involve the opportunity to take over the practice when the Partners retire in 5 to 10 years.
This a great career opportunity for an additional employed or self-employed adviser to join this premier provider of independent, impartial and professional advice to both private and corporate clients.
Security of fee advance available if required.
You’ll benefit from a very successful lead generation process, producing a high volume of quality leads for prospective clients in the Bath and Gloucester areas.
You’ll work as part of a close-knit, collaborative team who have strong core values and put the client at the forefront of everything they do.
We are seeking a Level 4 or above qualified RDR compliant individual and welcome applications from:
• An independent financial adviser who’s looking to increase their client-base and business opportunities
• A financial planner from a bank or building society environment looking for their next step into independent financial planning.
This is a self-employed position with plenty of support provided to include lead generation, compliance, administration & paraplanning.
It would be beneficial if you have some clients to bring but seeing as they have a large client bank and regular private client leads coming in, this is by no means essential.
There is also scope for you to develop long-term with the business and play a part in its succession planning. Overall earning potential is £100k+ once you are established.
Admin support will be supplied, and if self-employed you’ll receive a 60/40 split with no fees, and if employed, they’ll pay up to around £45k plus bonuses. Advisers from an IFA or bancassurance environment are welcome to apply.