Job Details

Our client is an expanding, ambitious and extremely successful Chartered Financial Planning practice based in Cheshire. Having acquired two HNW client banks the firm is seeking to grow their advisory team to cope with demand for their services.

Whilst the organisation can offer access to additional clients they are in essence seeking an entrepreneurial adviser who can add even greater value by bringing with them their own source of clients or introducer relationships. By supplementing this they can enable the successful individual to consistently earn in excess of £100,000 alongside opening the path for that adviser to set-up their own practice within the group structure.

This position would suit an experienced fee earner used to dealing with a HNW client base, probably within the Private Banking arena, who is yearning for greater autonomy. Applicants will hold the Diploma as a minimum and ideally have Chartered status in keeping with the firm’s designation.

Alongside the opportunity to earn significant amounts there is the opportunity to receive equity in the business from a very early stage (dependent on a number of factors).

This practice therefore enjoys a number of key selling points, namely: six-figure earnings, equity, access to HNW clients and professional connections as well as the framework to establish your own firm under the group banner. It is therefore vital that candidates are able to demonstrate that they have the qualifications, sources of business and drive in order to be considered.

Although a retainer can be provided this role is effectively self-employed.