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.
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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