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Financial Adviser (Self-Employed)

Location: SOUTHAMPTON, HAMPSHIRE Salary: 30000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 20 days ago Reference: 3103580
Our client is a  small, boutique practice, based just West of Southampton. They have developed a very well established client base over a number of years through a variety of methods including seminars, accountancy connections and referrals. Their clients are HNW individuals, although because the majority of them are business owners, the practice provides some corporate advice as well. They are looking for a self-eployed financial adviser to join their team.

They can offer: 

- Enough leads to keep your diary full 
- An initial period of retainer income to smooth the transition set against furture income 
- 60% split on leads provided and 70% on those sourced by you (including on recurring income)
- Full financial support for furture exams to become chartered
- Full admin support.
- Average client size of £150k  

You would be joining a small team of 2 advisers, 1 wills and probate adviser and 2 administration staff.
There is no need to bring a client bank with you. This is a great opportunity for someone who is looking to work with a smaller intimate firm, that values loyalty, and are willing to assist with career development. Ideally you may have started exams towards chartered staus, although this is not a pre-requisite. If you have recently started advising and are looking to take the next step please contact me.

 

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