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Premier Jobs UK Limited
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London, Greater London
Independent Financial Adviser
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Job Type: Full-time |
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Salary: £80,000 per annum |
Overview
Are you a current Financial Adviser and use DFMs when creating financial planning solutions for clients? If so, you would benefit from this proposition The Company Specialising in independent financial advice to HNW clients, this company provides an exclusive network for 120 IFAs. They are wholly owned by a highly respected FTSE 250 firm, providing them security and growth prospects. They are looking to recruit likeminded Independent Financial Advisers. Independent Financial Adviser benefits As an IFA of this growing team, you will benefit from their established infrastructure and expertise on how to maximise your effectiveness and provide top service to clients. The advantages include: Fully independent with open architecture Utilise a panel of 5 DFM’s - meaning clients investments are actively managed on a daily basis by professional investment managers Quarterly reviews to carry out due diligence on each DFM on the panel to ensure they continue to offer excellent investment management, with their team of IFAs able to contribute to these Competitive TER costs Option to utilise their recognised branding with free stationery provided or use your own trading style Access to use meeting rooms in 14 regional offices Retention rates for their Independent Financial Advisers Retention rate of 20% of gross income, capped at £30,000 and then 3% thereafter No monthly fees or additional charges (professional indemnity, FCA and FSCS fees all part of the retention rate) Discretionary bonuses payable to their Financial Advisers Self-employed role with OTE of circa £80,000 - £100,000 Client and business opportunities Utilise their professional links with key introducers for referral business Internal client bank purchase options available to acquire fellow Financial Advisers looking to retire or supported with undertaking external acquisitions You retain ownership of your clients Requirements to be considered You should be a current Financial Adviser with a client bank of £10m FuM and have a business plan to show how you would increase this over the next 3 - 4 years Ideally, you should understand the benefits of using professional fund managers Locations Nationwide - working remotely Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.