Financial Adviser

As a Financial Adviser do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you!

Our client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice.

Typically, my client has taken on Financial Advisers who have one of the following problems:

• You don’t feel valued for the level of work they do for their customers.
• You feel like your firm is forcing them to push products rather than providing a true client centric offering (driven by profit rather than customer needs).
• Your customers are being pushed on to a restricted offering.
• You have no say over career direction or long-term involvement in the development of the firm.
• You no retirement plan or equity options in the firm.

My client’s solution is unique to the market, and they are offering:

• A long-term home for Financial Advisers with HNW and UHNW clients employed salaries between £100,000 - £200,000 and Equity in the firm.
• A whole of market holistic solution for clients, all in charge rate 1.1 points
• Fully digital offering so all processes are refined, and clients can access all their documents in one place via their app.
• Full Paraplanning and Administration support
• Investment in Marketing
• The Existing Advisers have an average AUM per client of £1.3Million

• Flexibility and Freedom.
• Unparalleled Support.
• Cutting-Edge Technology.
• Unlimited Earning Potential.

If you are a Financial Adviser who is frustrated with their current offering reach out to us today to learn more about this unique offering.