You tell your clients to invest for the long term. Do you follow the same advice when it comes to your career?
At this company there's no validation to earn bonus and you get 10% on all your ongoing.
Not bad when you'll inherit £110,000 of ongoing in year one and a further £100,000 in 2027. Plus your salary (£45,000), plus car allowance (£3,600) and company profit share (£1,800).
Put simply, before writing any new business, year‑one earnings should be around £55,000‑£60,000 once salary, car allowance, profit share and inherited ongoing income are included. Any new business sits on top and pays at 15%, again with no validation.
Given you're inheriting clients from retiring planners, there is clearly opportunity here for new business without having to start from scratch.
The salary is a starting point, not a ceiling. The firm has introduced a career journey plan giving you a clear overview of what you need to do to rise through the ranks. And as you grow so will your salary. And it's as transparent and accountable as you can get.
They've got a great handle on support too. You'll have someone on hand to sort valuations and schedule meetings/reviews. And they have someone on hand for all queries relating to their client system. You'll have a buddy and a dedicated manager. There's a proper induction (expensed). Plus the support of the wider IFA team who are always on hand to help.
You will work on a remote basis and will have control over whether you see clients face to face or via video technology.
Benefits
* Monthly mileage
* Company mobile phone and laptop
* 33 days holiday (including BH)
* Christmas shutdown paid off (typically the 3 working days between Boxing Day and New Year). This does not come off holiday allowance
* Enhanced bereavement leave policy
* Death in Service benefit 3 x salary or £100k, whichever is greater
* Profit share scheme (discretionary, but last 2 years, has been 4% of basic salary as a bonus)
* UNUM wellbeing app – access to discounts at hundreds of retailers, such as Marks and Spencer’s, Sainsbury, etc., as well as access for you and your family to GP appointments, legal advice, counselling
Qualifications
You'll be a level 4 qualified financial planner (IFA or restricted). You will need CAS and in the region 2 years+ experience as an adviser.
You will enjoy working in an environment where you're empowered. You'll be a self-starter. And you'll have decent technical knowledge across pensions and investments in particular.
Clients are largely in the Falkirk region.
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