Daniel Cottam Financial Planner

Elevate Your Career as a Self-Employed IFA

Join Aetas and be part of something different

At Aetas Wealth, we’re passionate about delivering high quality financial advice to individuals families and business owners. As part of Aetas Partners, we provide a platform that integrates financial planning, estate planning, tax structuring, and more. We’re seeking an experienced IFA to join us as a self-employed consultant. We will provide paraplanning and administration support.

What we’re looking for:

🔹 A Self-Employed IFA with a holistic approach to financial planning and a commitment to delivering client-centric solutions
🔹 A willingness to collaborate with other professional advisers, such as tax, legal, and investment specialists, to provide comprehensive advice
🔹 A strong technical understanding across areas like estate planning, tax structuring, and wealth management
🔹 A proven track record of advising clients and building long-term relationships
🔹 A client base is advantageous but not a must – we welcome applications from advisers looking to expand their client base with our support

What we offer:

🔹 The flexibility of a self-employed consultant role, with full paraplanning and administration support
🔹 Access to a prestigious brand with a strong reputation in the wealth management industry
🔹 Opportunities for professional growth and leadership within Aetas Wealth and Aetas Partners
🔹 A collaborative working environment with experienced professionals from a wide range of financial sectors
🔹 A remuneration structure that includes the potential for a base salary, but with an expectation that the adviser will generate new business and develop a client base over time

 

Ready to take the next step?

If you’re an experienced IFA looking to join a dynamic, client-focused team with the resources and support to take your career to the next level, Aetas Wealth is the place for you.

Email Matthew@Aetas to start the conversation

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