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. They have a retiring IFA in Herefordshire and they need to replace them. There's £150,000 - £180,000 of ongoing fees to inherit, 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 at least £22,500 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 £67,000 - £72,000 and that’s without any initial/new business.It's also worth noting that it is a "starting salary". The firm have introduced a way to move to a "senior" role and that means a higher salary. 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 support is not standard – for now. The company have just hired their first paraplanner and they will be growing this team.And they're doing that because know they're not perfect. But firms that know that go out of their way to get better which is why they have invested in their compliance/T&C function. Why they’ve bolstered customer service and why they’ve added a paraplanning team.And we know the people here well. They're a great bunch. You'll find that out at interview.Alongside the above support you'll have a dedicated manager who is light touch but present. There's a proper induction (expensed). A proper handover from the outgoing planner. And whilst you'll work remotely you won't feel remote. Lastly the client book is also an interesting one as it has a lot of variety including a healthy percentage with £250,000 - £500,000 invested and a small number of clients with £500,000 - £1m+. There'll be plenty to get your teeth into technically. And the remaining clients are often best serviced by the lower fee, virtual model, reducing travel and making it an efficient section of clients to manage.Benefits:

Mileage claims monthly for any visiting of clients; they can claim 0.19p a mile
Company mobile phone and laptop
33 days holiday (including BH)
Christmas shutdown paid off (typically the 3 working days between Boxing Day and New Years). 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 – accesses 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

HERE'S WHAT YOU'LL NEED: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 empowered. You'll be a self-starter. And you'll have decent technical knowledge across pensions and investments in particular. -----------------------------------------------------------------------------------------Fed up with jobs that don't match what it says on the tin? Click apply.If you don't have a CV send us a way of contacting us, we can come to a CV later.Everyone will receive a response.

Independent Financial Adviser

Financial Planner

Head Of Finance

Head of Finance