Financial Planner / Financial Adviser wanted for the wealth arm of an established accountancy business.

£65,000 to £80,000 plus a 25% bonus on revenue above validation, and around £100,000 of ongoing income to inherit from day one.

This is an established business with the scale to back you and the ambition to grow. An Fincail Planning and Accountancy-led group, with a full wealth proposition and a global network behind it. You get the credibility to open doors, the services to keep clients close and the room to build your own portfolio. 

THE OPPORTUNITY

• Clients to inherit
• Referral flow from the accountancy partners, which you will grow by building strong relationships
• Existing advisers are typically generating £500,000 to £750,000 in annual revenue
• Full back office support Parplanners and Administrators 
• This is not about walking into a finished book and maintaining it. It is about taking a strong platform and building something much bigger.

ABOUT YOU

•  Be an experienced financial planner or adviser with a proven track record [
• Build relationships with the accountancy partners and follow opportunities through
• Create momentum rather than wait for referrals to arrive
• Take ownership and thrive with direct, light-touch management

CULTURE AND SUPPORT

• A firm that recognises people for who they are and what they can become, and builds long-term relationships with clients and colleagues alike
• The credibility and reach of a national and international group, without being lost inside it
• High-quality administration and paraplanning teams, so you spend more time with clients
• Independent advice, and the trust to get on with the job
• Management who encourage you to take responsibility and deliver,

PACKAGE

• Salary of £65,000 to £80,000, depending on experience, qualifications and track record
• Bonus scheme paying 25% of revenue generated above validation
• 25 days’ holiday plus bank holidays, with the option to buy or sell up to five days each year
• Pension, private healthcare, income protection and life assurance