Independent Financial Advisor
| Posting date: | 18 November 2024 |
|---|---|
| Salary: | £40,000 to £80,000 per year |
| Additional salary information: | Negotiable |
| Hours: | Full time |
| Closing date: | 18 December 2024 |
| Location: | London, London, EC4A 2EA |
| Remote working: | Hybrid - work remotely up to 5 days per week |
| Company: | Service Care Solutions |
| Job type: | Permanent |
| Job reference: | BBBH118326_1731927294 |
Summary
Independent Financial Adviser
Location: London
Contract: Permanent (Self-Employed Agreement)
Rate: £negotiable (% of revenue + fixed expense)
Start Date: Flexible
*Remote working available*
Contact: greg.waite@servicecare.org.uk
Job Description
Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in London for experienced Chartered/Non-Chartered Financial Advisers to join their team on a self-employed basis. The firm are looking to bring in professionals with their own current portfolio of clients or professionals that can guarantee £5m+ AUM to be brought in following retainer period.
The firm operate on a self-employed basis and therefore all clients brought in by the adviser will remain under their ownership and the firm will offer an guaranteed expense whilst the adviser builds their portfolio. This is a fantastic opportunity to build on your portfolio and work alongside high-level advisers, there is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.
The firm are flexible on working arrangements and there will be no expectation to come to office, however, the firm sees benefit in sharing expertise and methods among advisers.
Candidate Criteria
- Level 4 Diploma through CII/LIBF as a minimum.
- Current AUM/FUM of £5m+ or confident of bringing this amount in after retainer period.
- Track record of advising a client portfolio and generating business to grow a portfolio.
- Great communication skills and ability to work professionally and adapt to any team fit.
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.