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Independent Financial Advisers Kent London South East

Job LocationTunbridge Wells
EducationNot Mentioned
Salary£30,000 - £150,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our client is a leading IFA firm based in Kent. Established since 1992, currently the firm is comprised of c15 self- employed IFAs, mortgage and protection advisers and office-based support including qualified paraplanners and a technical manager who is a chartered financial planner (non- client-facing).The firm looks after more than £100mn for a broad range of private clients and SMEs.They are seeking exceptional Advisers who are looking for a long term opportunity with a ready made track to run on.Qualified advisers from any background, preferably with some sort of existing clientbase.Experienced, motivated & connected, self-starters, capable of writing their own business from their own client base &contacts on a self-employed basis.The net profit margin for the average IFA is less than 40% and 2 days a week are lost on "counting the paperclips". They have a great brand together with the investment proposition, the processes, support and IT to keep their advisers in front of clients 5 days a week. They pay 60% of all gross remuneration - subject to adherence to compliance KPIs - with none of the regulatory hassle.For example, they charge clients 1% per annum for their Portfolio Service meaning advisers receive 0.60% whilethe centralised team does most of thework-the adviser manages the clientrelationship and carries out the annual suitability assessments.What’s on offer:

  • Company branded, risk-rated portfolios backed up with external expertise.
  • Client access to an online portal for real time valuations and regular updates.
  • Adviser training and development from highly qualified, experienced and successful advisers.
  • In-house technical, administrative and paraplanning support.
  • Freedom from any capital adequacyworries.
  • Opportunity to work as part of an established business and defined processes.
  • SIFA membership giving easier access to lawyers and accountants.
  • Support from the wider Simply Biz group of companies.
  • Full regulatory supervision.
  • State of the art cloud based back office from Iress (Xplan).
  • Access to wide range of software and planningtools.
  • Established marketing: stationery, brochures, news letters & website. Facility to work from home or the office
  • Help with marketing and lead generation.
  • They pay:
  • Competitive percentage of all remuneration - fees,Commission, adviser charges.
  • FCA fees, FSCS & FOS levies, PIIpremiums.
  • Software licences
  • Full compliance support.
  • Required skills
  • Financial Advice
  • Financial Planning
  • Financial Services
  • Independent Financial Advice
  • Keyskills :
    Financial Advice Financial Planning Financial Services Independent Financial Advice

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