Financial Planner

About our client

Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.

Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.

This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook.

Role description
Following success over multiple generations, my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey.

Key objectives and highlights

1. Provide full holistic, client-centric independent advice to private individuals/families and business owners.
2. Fully independent proposition (passive, active or balanced, in-house or 3rd party).
3. Benefit from in-house business development team for introducer and lead generation.
4. Gain equity share implemented from the start.
5. Unrivalled bonus validation of 1x validation against salary and benefits.
6. Bonus paid at 80% on new and ongoing.
7. 1st year bonus guaranteed based on future years projection.
8. Quality client proposition and fair charging structure.
9. Technical paraplanning and administration provided by in-house team.

Suitable candidates
An established Financial Planner/Adviser with a client following. Ideal candidate will have upwards of £8 million AUM to transfer.

Please contact Graeme Hyland for more details.