Servicing IFA – Group Pension Scheme Members

This is a different kind of adviser opportunity. With an emphasis on servicing existing clients rather than developing new business, this is an opportunity to put clients first without needing to worry about where the next appointment is coming from. It is an opportunity to have a stable income with an attractive basic salary and […]

Self-Employed IFA (good splits, client assistant, exit strategy etc)

Think about being your own boss. You gain control over your own destiny. You get better rewards. And you build value in your own business. But it won’t be easy. Which is why you need this company to support you. Leads are on hand but you will learn how to win the support of professional […]

Chartered Financial Planner

Chocolate bars used to be bigger, didn’t they? And financial planning firms used to offer proper jobs too didn’t they? With leads, clients and a decent salary? And not expect advisers to be brilliant marketers as well as planners? This opening is King Size. Because you will receive leads from the in-house business development team. […]

Chartered Financial Planner

Will your feet fit? When a founding partner steps back it takes someone good to step in. Someone with the experience to take over clients with £30m AUM. Someone with the talent to become a partner within the firm. Someone, like you. You will get a sizeable, high calibre client base to work with. A […]

Financial Planner

Do something others can’t Building a high net worth client base is difficult. But not impossible. Not when you have your energy and focus. Your ability to get in front of clients, build an introducer network and gain referrals. But no matter your talents, you need the best possible support behind you. Here you will […]

Self-Employed Financial Adviser

Paddle your own canoe Being your own boss is the business. You gain control over your own destiny. You get better rewards. And you build value in your own business. Not someone else’s. But where do you start? It’s not as daunting as you think. Not when you can join a company that provides the […]

Trainee Financial Adviser

You’ve cracked it as a mortgage adviser or business development manager. Earning good money and highly thought of. But you are restless. You’re casting envious glances at the financial planning community. Thinking, I can do that. And you can. You have the core skills and you’ve passed the Level 4 Diploma in Financial Planning off […]

Acquisitions and Mergers Consultant

Acquisitions are complex. Mergers, de-mergers, adviser succession. It all takes careful handling, an eye for detail and the personality to guide, cajole and maintain positive relationships between the different parties. And when you are running a business you don’t always have the time to project manage negotiations, deal with issues and understand the financial/tax implications […]

Financial Planner – work with HNW/£1m+ clients

Aim high New business. You know it’s the hardest part of the job. So when you do it you may as well target the highest value clients. And you can do it. You can attract clients with significant assets. You know how to deal with them. You understand what they want. But you also know […]

Financial Adviser

If you are reading this advert chances are you won’t have a transferable book of business. You might like the sound of being self-employed, but you don’t have enough cash set aside for that to be an option. And you’re fed up of “jobs” where you have to have your own clients and be self-employed. […]