Surrey | Hampshire | Dorset
Employed & Self-Employed Opportunities
Experienced Advisers & Qualified Trainees Welcome
Build your client bank without starting from zero. Joining an established wealth management practice, you'll have existing clients from day one, giving you the opportunity to build momentum while developing your own long-term client relationships.
You'll also have dedicated administration, paraplanning and marketing support behind you, allowing you to spend more time with clients and less time on the paperwork.
Self-Employed Financial Adviser
For advisers who want the rewards of running their own business, without having to build everything from scratch.
What's on offer:
£36,000 guaranteed income
Existing clients provided from day one
70% of Initial Advice Fees on self-generated business
60% of Initial Advice Fees on 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 minimum service/revenue criteria
Dedicated administration, paraplanning and marketing support
The result is immediate earning potential, with the opportunity to build a valuable recurring income stream over time.
Employed Financial Adviser
For advisers who value the security of employment but want the opportunity to build towards self-employment.
What's on offer:
Salary up to £60,000
Existing clients provided
30% of Initial Advice Fees on self-generated business
20% of Initial Advice Fees on provided clients
Full administration, paraplanning and marketing support
Clear pathway into the self-employed model
Why this opportunity?
Clients from day one.
Support around you.
A genuine route to building your own business.
You'll have experienced paraplanners, administrators and an in-house marketing team supporting you, while you focus on advising clients and growing relationships.
About you
We're interested in speaking with qualified/newly-qualified Financial Advisers who want to build something for the long term.
You might already have an established client bank, or you might be looking for the right platform to accelerate your career. What's important is that you're confident advising clients and want the opportunity to build your own recurring income.
The practice is based in the South, with the client opportunity primarily focused around Surrey. We're open to advisers based across Surrey, Hampshire, Dorset and the surrounding areas.
Interested?
Apply today or get in touch for a confidential conversation about the employed and self-employed options
Salary description
£50000.00 - £60000.00 per year