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Recently postedFull timeFinance

Financial Adviser

Ellis James Partners LtdDorset🇬🇧United Kingdom

Quick overview

Salary£36k/yr
SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationDorset, United Kingdom

Job description

Financial Adviser
Wimborne Minster

Experienced Advisers & Qualified Trainees Welcome

Build your client bank without starting from zero. Joining an established wealth management practice, you'll have existing clients from day one, giving you the opportunity to build momentum while developing your own long-term client relationships.
You'll also have dedicated administration, paraplanning and marketing support behind you, allowing you to spend more time with clients and less time on the paperwork.
Self-Employed Financial Adviser
For advisers who want the rewards of running their own business, without having to build everything from scratch.
What's on offer:
  • £36,000 guaranteed income
  • Existing clients provided from day one
  • 70% of Initial Advice Fees on self-generated business
  • 60% of Initial Advice Fees on provided clients
  • 50/50 split on Ongoing Advice Fees
  • Revenue splits increase as your business develops
  • Six-year Ongoing Advice Fee payout on exit, subject to minimum service/revenue criteria
  • Dedicated administration, paraplanning and marketing support

Why this opportunity?
Clients from day one.
Support around you.
A genuine route to building your own business.
You'll have experienced paraplanners, administrators and an in-house marketing team supporting you, while you focus on advising clients and growing relationships.
About you
We're interested in speaking with qualified/newly-qualified Financial Advisers who want to build something for the long term.
You might already have an established client bank, or you might be looking for the right platform to accelerate your career. What's important is that you're confident advising clients and want the opportunity to build your own recurring income.
The practice is based in the South, with the client opportunity primarily focused around Surrey. We're open to advisers based across Surrey, Hampshire, Dorset and the surrounding areas.
Interested?

Apply today or get in touch for a confidential conversation about the employed and self-employed options.

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