Job Information

Are you a Financial Adviser who would be interested in partnering with an introducer to help drive your business to the next level? Do you have some clients and are looking for a strategic way of increasing this client base and building your business?

Our client is a leading independent Mortgage Adviser, who last year wrote business to the value of £300,000. As a ‘one man band` (plus one part time administrator), I`m sure you`ll agree that this level of revenue generation is impressive! Many of his clients are HNW individuals who have a wide range of financial planning requirements. Currently, all business other than Mortgages is referred externally. However he is now looking to partner with a financial planner and provide all financial advice services in-house. This rebranding and diversification will mean that a full range of financial planning advice is provided under one roof!

This is a fantastic opportunity for a financial planner who is looking to drive their business forward in a carefully planned and strategic way. With an equity split being offered to the right person, this is undoubtedly one of the most exciting opportunities we have worked on in recent times.

The successful Financial Adviser should be self-motivated, possess excellent client relationship building skills and always have the very best outcome interests of their clients at heart. This role would particularly suit a Financial Planner with an entrepreneurial flare who aspires to build a successful financial planning business alongside a JV partner.

Ideally you will be currently operating on a self-employed basis.

To find out further information on this unique opportunity please call me at your earliest convenience or submit your CV NOW!