This vacancy is now closed

Financial Adviser - England

Financial Advice
Ref: 375 Date Posted: Monday 18 Dec 2017
LinkedIn ShareShare

Role                       Equity Participating Financial Adviser

Location               Most of UK

If you are a CF30 IFA producing between £45 - £120 000+ with CAS / SPS then this position could be ideal, especially if your experience covers investments and pensions:

  • Equity participation in the form of actual shares from day one – if you start in 2017
  • Maximum pay away of 9.5%
  • Nil excess PI
  • In-house validated academy route to Level 6
  • Your clients are your clients – this NOT an asset gathering exercise
  • No pressure to move client funds onto any platform or indeed away from where they are currently
  • Access to DFM
  • Can be an RI or an AR
  • State of the art reports with additional paraplanning if required – real-time valuations
  • Paid for business improvement / training meetings
  • Personalised website design and stationery


This firm is not intending to move beyond its current plan to recruit an additional 20% / 25% of consultants so as to keep the equity and high-payaway model intact.  If this sounds like something that would appeal then please call Harris on 020 7101 2801 or 0131 557 9668  or 07779 048077 or email me on