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- Tasks: Join us as a self-employed financial advisor and keep 100% of your fees while helping clients thrive.
- Company: Be part of an exclusive, high-performing firm focused on maximizing value for both advisors and clients.
- Benefits: Enjoy full paraplanning support, higher earnings potential, and an above-market exit strategy.
- Why this job: This is a unique chance to boost your income and build a valuable business in a boutique environment.
- Qualifications: Must have £20M+ AUM and experience with platforms & DFMs like Quilter or Carilium.
- Other info: Only 15 positions left in this limited opportunity—apply now to secure your future!
The predicted salary is between 67500 - 112500 £ per year.
Self-Employed Financial Adviser – Keep More of What You Earn Are you a self-employed financial adviser with £20M+ AUM looking to increase profits for yourself and your clients? This is a rare opportunity to join an exclusive, high-performing firm where you can: ✔ Keep up to 100% of your fees – not 50%, not 60%, not 80%, but 100%. ✔ Deliver better client outcomes – Lower costs, higher returns, and smoother investment performance. ✔ Increase AUM naturally – Our investment solutions have outperformed leading funds by up to 40% over the past five years. ✔ Receive full paraplanning & admin support – So you can focus on advising, not paperwork. 💡 Income Potential 💡 A typical adviser with £15M AUA at a traditional firm earns £67,500. With our model, the same adviser could earn up to £112,500 – a 66% increase with no extra effort. 📈 Exit Strategy for Long-Term Growth 📈 Above-market buyout options for those looking to retire before we sell. If we sell, you can exit with up to 10 x trail income or continue advising under new ownership. 🚀 Exclusive, Limited Opportunity 🚀 We are capping AUA at £750M to maintain a boutique feel and maximize value. Only 20 adviser positions are available – 5 already taken, and only 15 remain. Ideal for advisers who use platforms & DFMs (e.g., Quilter, Carilium). This is not a mass recruitment drive. We’re creating a firm where advisers earn more, build higher-value businesses, and plan for a lucrative exit. If you’re interested in securing your future please email (url removed) or apply direct
Self Employed Financial Advisor employer: Capita Internal Resourcing (CIR)
Contact Detail:
Capita Internal Resourcing (CIR) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Advisor
✨Tip Number 1
Network with other successful financial advisers who have experience in high-performing firms. Attend industry events or join online forums to connect with like-minded professionals and gain insights into their strategies for success.
✨Tip Number 2
Showcase your unique value proposition by highlighting your past successes and client outcomes. Prepare specific examples of how you've helped clients achieve better returns and lower costs, as this will resonate with the firm's focus on delivering exceptional client results.
✨Tip Number 3
Familiarize yourself with the investment solutions offered by the firm. Understanding how these outperform leading funds will allow you to confidently discuss their benefits during interviews and demonstrate your alignment with the firm's goals.
✨Tip Number 4
Prepare to discuss your long-term growth strategy and exit plans. The firm values advisers who are thinking ahead, so be ready to articulate how you envision your career evolving within their model and how you plan to maximize your AUM.
We think you need these skills to ace Self Employed Financial Advisor
Some tips for your application 🫡
Highlight Your Experience: Make sure to emphasize your experience as a self-employed financial adviser, particularly focusing on your AUM and any successful client outcomes you've achieved. This will demonstrate your capability to thrive in their high-performing environment.
Showcase Your Value Proposition: Clearly articulate how you can deliver better client outcomes, such as lower costs and higher returns. Use specific examples or metrics from your past work to illustrate your potential impact.
Tailor Your Application: Customize your application to reflect the unique aspects of this opportunity. Mention your familiarity with platforms and DFMs like Quilter or Carilium, as this aligns with their ideal candidate profile.
Express Your Long-Term Vision: Discuss your long-term goals and how they align with the firm's exit strategy for growth. This shows that you are not only interested in immediate gains but also in building a sustainable business.
How to prepare for a job interview at Capita Internal Resourcing (CIR)
✨Showcase Your AUM Success
Be prepared to discuss your current Assets Under Management (AUM) and how you've successfully grown them. Highlight specific strategies you've used to increase profits for both yourself and your clients.
✨Emphasize Client Outcomes
Demonstrate your commitment to delivering better client outcomes. Share examples of how you've achieved lower costs and higher returns for your clients, and be ready to discuss the investment solutions you prefer.
✨Discuss Your Support Needs
Since the role offers full paraplanning and admin support, express how this would allow you to focus on advising. Talk about the administrative tasks that typically take up your time and how support in these areas can enhance your performance.
✨Prepare for Long-Term Growth Conversations
Understand the exit strategy options available and be ready to discuss your long-term goals. Show that you're thinking ahead about your career trajectory and how this opportunity aligns with your plans for growth and eventual exit.
