Independent Financial Adviser - Portman Financial People : Job Details

I am working alongside a growing independent financial planning firm in Leicester who are looking to recruit financial planners from across the South East of England.

They have a large book of clients for advisers to come in and service on an employed proposition, and as a result of recent and future acquisitions, this is something they feel they can facilitate for up to 4 new employed advisers.

They are also able to provide leads for new business as a result of strong connections with local businesses, like solicitors and accountancy practices.

They will provide full admin, paraplanning and compliance/marketing support in order for existing advisers to step across into the new role and hit the ground running. If you have a client following, you can service their existing clients until your clients follow you over.

Employed benefits:

Salary: £75k - £120k depending on client following

Bonus: 25% on everything after a 3x validation

Pension: StatutoryHoliday: 25 days, rising in line with serviceAdmin, paraplanning, marketing and compliance supportWork remotelyClients providedClient following ringfencedOption to go self-employed

If you are self-employed and looking for a new home with a guaranteed exit upon retirement, they can offer this too.

Splits start at 70:30 and you will avail of full admin support. Your exit can be agreed before joining or after joining the firm and they will guarantee the terms agreed. They have purchased several firms in varying size over the last few years and are very experienced at the process.

Self-employed benefits:

70:30 splitAdmin, paraplanning, compliance and marketing supportWork remotelyLeads providedGuaranteed exit from outset