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Independent financial adviser

Derby
Permanent
Freelance
Exchange Street Claims & Financial Services
Independent financial advisor
Posted: 9h ago
Offer description

They say honesty is the best policy. But not every firm gets the memo.Whether it’s promises of clients that don't exist. Promises of support that isn’t there. Or OTE figures seemingly plucked out of thin air. It’s hard to trust a company when what they’ve told you at interview doesn’t match up with reality.This business is different.Clients? They have them. Lots of them. You'll inherit a client book and £110,000 of ongoing fees, no validation and a 15% production bonus.And you get to advise them on an independent basis. Not always an easy thing to find nowadays. Income? Well you'll walk into c£16,500 of bonus by joining due to the ongoing fees. And there's 95% client retention when this firm handle a transition from a retiring adviser to a new one (this will be transition 13). You then get 15% on all new business and 15% as you grow ongoing. There's a company bonus (typically 4%) and a £3,600 car allowance.Whilst the starting salary is £40,000 the above means that in effect you’re on £61,700 and that’s without any initial/new business.It's also worth noting that £40,000 is a "starting salary". The firm have introduced a way to move to a "senior" role and that means a higher salary (£50,000+). Support? 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. Paraplanning sup...

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