Senior Financial Planner

Financial Divisions; Greater London; Remote; GBP 100,000 - 400,000; Full time

Benefits offered by this job

Financial support during transition

Job summary

Financial Divisions is seeking a self-employed Financial Adviser. You will own your client book and benefit from uncapped earnings in a fully remote role with occasional trips to London offices.

Successful candidates will have active Competent Adviser Status. IFA, restricted or banking backgrounds are welcomed, with tailored financial support during transition and a potential to grow earnings as you bill clients.

Qualifications

• Active Competent Adviser Status required.
• Self-employed adviser role with client ownership and tailorable financial packages.
• IFA, restricted or banking backgrounds welcomed.

Job description

Self-employed Financial Adviser with a financial draw/support

IFA, restricted or banking backgrounds are welcomed

Uncapped earnings potential (realistic earnings £100k - £400k)

Fully remote with occasional trips to London offices

Must have active Competent Adviser Status

As a successful self-employed Financial Adviser, you will always earn far more than you would be able to in an employed Financial Adviser role. Many employed Advisers have built genuine relationships with their clients and are confident many would follow them to a new role. However, the barrier for most Financial Advisers is being able to fund themselves in the short term when they take the leap and become self-employed.

Several of my clients have created innovative solutions to this problem. Many of my clients are Chartered IFA firms whose main office presences are in Central London but with satellite offices across the UK. I have recruited for them all over many years having placed staff at all levels with them from entry level administrators to paraplanners and adviser and C-Suite Executives.

To aid the transition to self-employment, my clients will tailor a package of financial support to an Adviser. My clients understand that most Advisers will have a year’s restrictive covenant in place, so they are happy to support someone through this period financially so they can re-engage with their clients. Fee structures range from 50% - 70% of all income you generate which increases as you bill more up to c.80%. Another major benefit of these roles is that YOU WILL OWN ALL YOUR CLIENTS, so you will have a tangible asset to sell when you come to retire.