At a Glance
- Tasks: Inherit and develop a portfolio of clients while providing financial advice.
- Company: Established independent financial planning firm with a strong growth trajectory.
- Benefits: Guaranteed earnings upwards of £80k, remote work flexibility, and full admin support.
- Other info: Enjoy additional bonuses on new business and ongoing fees, plus a dynamic work environment.
- Why this job: Seize the chance to tap into a large client base and boost your earnings.
- Qualifications: Must hold a minimum of the Dipfa qualification and have experience in financial planning.
The predicted salary is between 51750 - 63250 £ per year.
BWD are supporting a well-established, independent financial planning firm in their search for an experienced financial planner.
Due to their continued growth they have an opportunity for an existing adviser to inherit and develop an existing portfolio of clients, these will predominantly positioned within the M25.
The role offers: An existing book of 270,000 income to inherit - offering guaranteed earnings upwards of £80k New leads provides from the companies regular webinars / seminars Full admin / paraplanning support Remote working flexibility Flexibility to offer advice both virtually and in person Additional bonus paid on both new business (50%) and ongoing fee's (35%) The firm are key to hire an ambitious planner who they feel can exploit a large amount of untapped potential within the client base and someone who is keen to increase their overall earnings from the additional lead opportunity they can provide.
Applications are invited from experienced financial planners holding a minimum of the Dipfa qualification.
Self Employed IFA - £80k + Earnings employer: BWD Search & Selection
BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.
Contact Details:
BWD Search & Selection Recruitment Team
