Financial Adviser

Why Wait for Retirement for an AUM Buyout? Unlock New Opportunities with Our IFA Firm's Unique Offer

As a financial advisor, you might envision building a thriving portfolio of clients and eventually retiring with a bonus from your current firm. But what if there was a compelling reason to consider an earlier buyout, allowing you to maximize your earnings now?

Employed Salaries from £100,000 - £300,000

Basic Salary is based on 24% of your portfolio revenue generated. So, if you bring over £1Million in revenue you will receive a basic of £240,000 + ongoing bonus £60,000 and a golden handshake for new client instruction in the first 4 years of new money inflow. 

Our clients Chartered Independent Financial Advisor (IFA) firm is offering an exceptional opportunity by paying out 100% on any new Assets Under Management (AUM) over the first four years that a client is onboarded for the lifetime of your employment. Let’s explore why you shouldn't wait until retirement and how this unique offer can transform your career and financial future.

Maximizing Earnings Potential

Get paid 100% to onboard your client paid out over 4 years (25% a year on the client’s revenue for 4 years) and then 30% ongoing to look after your clients in an employed role. Also, you will earn .5% at retirement over 2 years.

If you join our client and move £600,000 of revenue to them, you will earn over the next 10 years on average £345,807 a year based on the portfolio growing to £1.2 Millon.

Your total earnings over this 10-year period will be £3,458,069.

At retirement you will also receive £600,00 over 2 years as well as income from new clients from the last 3 years,

Why This Matters:

Immediate financial reward for client acquisition efforts.

Potential for substantial earnings without delay.

Motivation to grow your client base aggressively.

Reducing Stress and Workload

Our firm’s offer allows you to focus on client relationships and financial planning with the support of the latest in-house AI technology, Paraplanning and sales support. By considering an early buyout, you can reduce stress and workload, enjoying a more balanced professional life.

Advantages of Reduced Workload:

Increased time for personal pursuits and family.

Opportunity to focus on high-impact advisory roles.

Less pressure managing administrative tasks.

To be considered:

You will need to have client relationships that will move with you after covenants

Diploma qualified with experience of advising within the UK regulated market