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- Tasks: Help clients maximise their investments and keep 100% of your fees.
- Company: Exclusive, high-performing financial advisory firm focused on growth.
- Benefits: Keep all your earnings, receive full support, and enjoy lucrative exit options.
- Other info: Limited positions available; only 15 spots left for ambitious advisers.
- Why this job: Join a boutique firm where you can significantly increase your income and client outcomes.
- Qualifications: Must be a self-employed financial adviser with £20M+ AUM.
The predicted salary is between 67500 - 112500 £ per year.
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 hello@fin-tro.com or apply direct.
Self Employed Financial Advisors in Wakefield employer: Fintro
Contact Detail:
Fintro Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Advisors in Wakefield
✨Network Like a Pro
Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new opportunities!
✨Showcase Your Expertise
Create content that highlights your knowledge in financial advising. Whether it’s blog posts, videos, or social media updates, let potential clients see what you can offer. This not only builds trust but also positions you as a go-to expert in your field.
✨Leverage Testimonials
Don’t underestimate the power of client testimonials! Ask satisfied clients for reviews and showcase these on your website or social media. Positive feedback can significantly influence potential clients' decisions.
✨Apply Through Our Website
If you’re keen on joining our exclusive firm, make sure to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!
We think you need these skills to ace Self Employed Financial Advisors in Wakefield
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience managing £20M+ AUM. We want to see how you've helped clients achieve better outcomes and increased their investments.
Be Clear About Your Goals: Let us know why you’re interested in joining our exclusive firm. Share your vision for increasing profits and how you plan to deliver better client outcomes. We love seeing ambition!
Keep It Professional Yet Personal: While we appreciate a friendly tone, remember to keep it professional. Share a bit about yourself and your approach to financial advising, but don’t forget to maintain that professional edge.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on this limited opportunity!
How to prepare for a job interview at Fintro
✨Know Your Numbers
As a self-employed financial adviser, you need to be on top of your game when it comes to numbers. Be prepared to discuss your AUM and how you've managed to grow it. Highlight specific strategies you've used to increase profits for both yourself and your clients.
✨Showcase Client Outcomes
Demonstrate your ability to deliver better client outcomes. Bring examples of how you've achieved lower costs and higher returns for your clients. This will show that you not only understand the financial landscape but can also navigate it effectively.
✨Emphasise Your Independence
Since this role is all about keeping more of what you earn, make sure to highlight your experience as a self-employed adviser. Talk about how your independence has allowed you to provide tailored advice and solutions that traditional firms might not offer.
✨Prepare for Future Growth
Discuss your vision for future growth and how you plan to increase your AUM naturally. Be ready to talk about your exit strategy and how you see yourself fitting into the firm's long-term goals. This shows you're not just thinking about today, but also about sustainable success.