Independent Financial Advisers - UK


Vacancies in UK

Job reference: SYI-2106-10324

Short Description

We have a new opportunity for UK based qualified financial advisers to join a firm with connections to EU and Switzerland. Our Client is offering equity shares in the UK company.

Job Detail

The Company

Our Client is part of an international group which was established in 1992 to provide independent financial advice to HNW expatriates across the world. They are now planning to offer advice in the UK by becoming an Appointed Representative of a UK FCA registered network and are inviting financial advisers to join them and build a team. A role with our Client enables financial advisers to join like-minded members who are committed to servicing their Clients via independent financial advice. In return, they offer equity participation and the ability to move into senior management as the business develops. 

Our Client also has offices in Cyprus and Switzerland delivering a high quality service in the offshore financial services marketplace. Whether you are starting a new business, already established or looking to grow your firm, our Client can support you to achieve your business and personal objectives, whilst providing the highest standard of service to your clients. This is ideal for advisers who want to continue to work in the UK but have a longer term objective to relocate to the EU or Switzerland.

USPs:

  • Independently owned with over 450 agency relationships
  • Bridge to EU and Swiss markets via the international group's regulated companies
  • Retention of UK clients/fees on relocation to the EU or Switzerland
  • Support including undertaking all regulatory, compliance, insurance, agency and banking functions
  • DB transfer service
  • Bespoke in-house technology
  • Remote working: opportunities exist nationwide


Candidate Profile - Financial Advisers:

  • Established in the UK, preferably with at least 5+ years' experience as an adviser
  • Qualified to minimum Level 4 Diploma
  • FCA registered
  • Minimum of GBP 100k revenue p/a, made up of a combination of initial plus trail advisory fees
  • Self-employed
  • Independent or part of a brokerage
  • Articulate and professional
  • Ideally with family and/or professional connections to EU and/or Switzerland


Financial Adviser package:

  • Competitive fee rates
  • Equity shares
  • Guaranteed payment of fees
  • Advisers can join our Client with access to all the benefits of a network, including Compliance, PI insurance, central administration and paraplanning
  • Professional marketing support
  • IT support with in-house software systems
  • Practice Buy Out 



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