I am working alongside a growing independent financial planning firm in East Sussex who are looking to recruit financial planners from across the South East of England. They have a strong proposition for both an employed or self-employed basis.
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: Statutory
Holiday: 25 days, rising in line with service
Admin, paraplanning, marketing and compliance support
Work remotely
Clients provided
Client following ringfenced
Option 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 rise to 80:20, anybody with more than £20m FUM will go straight onto the 80:20 split, and 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 or 80:20 splits
Admin, paraplanning, compliance and marketing support
Work remotely
Leads provided
Guaranteed exit from outset