Financial Adviser - England

Financial Advice
Ref: 375 Date Posted: Tuesday 10 Oct 2017
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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 harris@keillar.com