Financial Planner

IDEX Consulting; Manchester; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading investment management and financial advisory firm is seeking an Independent Financial Adviser to join their expanding team. This role offers the chance to provide holistic advice with strong support for lead generation and a competitive bonus structure, appealing to experienced advisers with a substantial client base.

Benefits

Equity share from the start

Unrivalled bonus structure

Technical support from in-house team

Qualifications

• Established financial planner/adviser with client following.
• Upwards of £8 million AUM to transfer.

Responsibilities

• Provide full holistic, client centric independent advice to individuals and business owners.
• Contribute to team success with the support of in-house business development for lead generation.

Skills

Client centric advice

Investment management

Financial planning

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 contact Graeme Hyland on for more details.