Financial Adviser

Financial Adviser
Wimborne Minster | Employed & Self-Employed Opportunities

Experienced or Qualified Trainees Welcome

Joining an established wealth management practice, you'll receive clients to help you build momentum while being encouraged and supported to develop your own long-term client bank. With dedicated administration, paraplanning and marketing teams behind you, you'll spend more time advising clients and less time managing paperwork.

Self-Employed Financial Adviser
For advisers who want the rewards of running their own business without starting from scratch.

Package includes:

£36,000 guaranteed income
Existing clients to get you started
70% Initial Advice Fees (self-generated business)
60% Initial Advice Fees (provided clients)
50/50 split on Ongoing Advice Fees
Revenue splits increase as your business develops
Six-year Ongoing Advice Fee payout on exit (subject to a minimum of 10 years' service or £800,000 of revenue generated)
Dedicated administration, paraplanning and marketing support  
This model provides immediate earning potential while allowing you to build a valuable long-term recurring income stream.

Employed Financial Adviser
Ideal for advisers who want financial security with the opportunity to progress into self-employment in the future.

Package includes:

Salary up to £60,000
Existing clients provided
30% Initial Advice Fees (self-generated business)
20% Initial Advice Fees (provided clients)
Full administration, paraplanning and marketing support
Clear pathway to transition into the self-employed model  
Why Join?

Clients allocated from day one
Dedicated administration team
Experienced paraplanning support
In-house marketing team helping generate opportunities
Spend more time advising and less time on administration
Backed by one of the UK's leading wealth management brands  
About You
We're keen to speak with qualified Financial Advisers who are passionate about building long-term client relationships and delivering holistic financial planning. Whether you're already established or looking for a platform that will accelerate your career, we'd love to have a confidential conversation.

Interested?
Apply today or get in touch for a confidential discussion to explore both the employed and self-employed routes