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Exclusive Client – Independent Financial Planner – Fully Integrated Wealth Management Business

Key Job Features

Job Type: Permanent
Reference: TS/893890
Location: Nationwide
Other: To £90,000 Basic (subject to acceptable business plan) + Volume Based Bonus + Full Benefits Package


Our client is an independent, whole of market, fully integrated wealth management firm. It benefits from an extremely strong introducer network, including joint ventures with top 75 Accountancy firms, and prides itself on its quality of advice and long-standing client relationships.

As part of its expansion plans, it is seeking to attract quality IFAs that have a proven ability and track record of writing significant business levels, adopting a client-centric approach, and working with professional introducers (Accountants and Solicitors).

You will be provided with extensive support including paraplanning, administration and lead generation, enabling you to maintain a high level of service whilst also growing your HNW client bank.

The company offers flexibility in terms of both working hours and salary (employed and self-employed packages). This fantastic opportunity will suit Financial Planners who want to devote their time exclusively to their clients in the knowledge that the back-office function is taken care of.

If you are a dynamic, self-motivated and client-focused Financial Planner, and want to find out more, then please call Tim Terrell on 01761 252 538 or send your CV to referencing TS/893890.

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