Self Employed Financial Adviser

Integro Partners; Teignbridge, Durkar; Remote; GBP 40,000 - 80,000; Full time

Job description

Self-Employed Financial Adviser
Remote working
Up to 80% splits
Back office support available

Are you an established self-employed Financial Adviser who is frustrated with the lack of autonomy you have in your role?

Do the processes in your current firm result in a longer journey for your clients?

Are you struggling to have a realistic work-life balance?

If any of the above are true, it’s worth considering this opportunity:

This established IFA firm has increased their adviser numbers by 10 over the past 3 years and is looking to continue this growth into next year. Their plans are to hire another 5-10 self-employed advisers by the end of 2025, embedding them into their processes and giving them the foundations to be successful.

The director doesn’t have plans to grow and then sell; he has long-term plans for the business, so this would be a long-term opportunity for people.

Unlike other self-employed opportunities, they are an independent firm and can therefore control more of the in-house dealings, including having their own compliance team and in-house portfolios. This has seen other self-employed advisers joining and earning more money, having more time to speak to their clients, and overall feeling more in control of their earnings.

Every adviser is different; they understand this and can therefore tailor their packages based on the needs of the individual, whether that be back office support, reducing their working hours, or taking on more clients, etc.

Splits can be up to 80% depending on the situation, so financially this can also be an improvement for some.

If you are interested in discussing what could be a better option for you, reach out to Sam at Integro Partners.