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Financial Planner
Job summary
A growing IFA firm in London is seeking an ambitious Employed Financial Adviser to build a client book supported by full administrative infrastructure. The role offers a hybrid working model with a base salary of £65,000-£75,000, plus performance-related bonuses. Ideal candidates will have experience in advisory roles and be looking for long-term growth and equity participation opportunities. This position allows for significant professional development in a supportive environment.
Qualifications
- Experienced adviser seeking greater flexibility and equity potential.
- Adviser currently in a servicing-only role wanting to build a client book.
- Self-employed adviser with a smaller book wanting a wider proposition.
Responsibilities
- Work alongside the principal adviser with administration in place.
- Focus on learning and integration in the first year.
- Build client relationships and revenue in the second year.
Employed Financial Planner - London (Hybrid/Remote)
Join a growing IFA seeking an ambitious Financial Adviser who is eager to build a client book with support from Director. Long-term growth and future equity shares available.
This opportunity could be suited to:
- An experienced adviser seeking greater flexibility and equity potential.
- An adviser currently stuck in a servicing-only role who wants to build their own client book with greater reward.
- An self-employer adviser with a smaller book who wants a wider proposition and further develop.
You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.
The Role
- Employed Financial Adviser, London-based, hybrid working model
- Base salary £65,000-£75,000 (further flexibility for right candidate)
- Performance-related bonus linked directly to personal revenue generation
- Work alongside the principal adviser with administration and paraplanning already in place
- Fully holistic financial planning proposition
- Year 1 focused on learning and integration; Year 2 focused on building and growth
- Long-term opportunity for equity participation and succe...
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.