Recruit UK

IFA – Access to quality leads and back office support

RecruitukLtd Salary: c£45k+

Are you looking for a fantastic opportunity to use your experience advising HNW private clients? Or seeking to join a company that invests back into you, spending £25k per month on leads with proven success?

How about a firm that funds exams year on year to further your growth and development?  Finally offering a basic salary circa £50k including solid bonus structure with real scope to realistically generate six figures per annum?

Our client is a successful firm who has a strong presence in London and the South East specialising in providing truly independent financial advice on a fee basis to a diversity of HNW and corporate clients. Due to rapid growth over the past 8 years, largely down to their fantastic lead generation system, they’re now accountable for £200m assets under management, therefore they are seeking an IFA to join their team on an employed basis within their London based team.

The successful IFA will be advising Clients on the full range of financial planning. Dedicated administration and paraplanning support is on offer once advisers are writing £150k+ per annum, leaving more time to spend with your clients and grow your portfolio.

Chartered is desirable but as a minimum you will be a fully level 4 financial diploma qualified IFA/Financial Adviser with evidence of working towards obtaining chartered status or at least demonstrating a strong desire to do so.

An existing client bank isn’t necessary but if you do have a following, our client can offer a smooth transition in novating them across, furthermore they offer a 6-12 month shadowing induction program designed to integrate you effectively into the company.

To discuss this role further, please contact William Roberts at Recruit UK on 01179 170418 and quote reference 2790.

 

 

 

 

 

 

 

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