Financial Planner

IDEX Consulting; Bristol; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading investment management and financial advisory firm seeks an experienced Independent Financial Adviser to join their team. This role offers a unique opportunity to provide holistic advice while benefiting from a supportive business development structure and potential equity share from the outset. The ideal candidate will bring a significant client following, ensuring both personal and firm growth.

Benefits

In-house business development support

Equity share from the start

First year bonus guaranteed

Qualifications

• Established Financial Planner/Adviser with a client following.
• Ideal candidate should have upwards of £8million AUM.

Responsibilities

• Provide full holistic, client centric independent advice to clients.
• Work with the in-house business development team for lead generation.
• Implement equity share from the start.

Skills

Client centric advice

Independent financial planning

Business development

Job description

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About our client

Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.

Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.

This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook.

Role description
Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey.

Key objectives and highlights
Provide full holistic, client centric independent advice to private individuals / families and business owners.
Fully independent proposition (passive, active or balanced, in-house or 3rd party).
Benefit from in-house business development team for introducer and lead generation.
Gain equity share implemented from the start.
Unrivalled bonus validation of 1x validation against salary and benefits.
Bonus paid at 80% on new and ongoing.
1st year bonus guaranteed based on future years projection.
Quality client proposition and fair charging structure.
Technical paraplanning and administration provided by in-house team.

Suitable candidates
An established Financial Planner/ Adviser with a client following.
Ideal candidate will have upwards of £8million AUM to transfer.

Please reach out for more details.