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Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team.
Job Responsibility:
Manage an established client bank with approximately £18 million in assets under management
Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning
Build new business through a mix of company-generated leads, referrals, and self-sourced clients
Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery
Requirements:
Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice
Chartered or working towards Chartered status is highly desirable
Experienced advisers with strong client-facing skills and the ability to grow their business
Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support
Nice to have:
Chartered or working towards Chartered status
What we offer:
Generous new business splits
Year one: all support costs covered
from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees
Full access to paraplanning and admin support from the head office (12 paraplanners / 12 administrators)
Clear path to Chartered status with dedicated development and mentoring support