Recruit UK

IFA – BDM and back office support

This firm is an FCA authorised company based in Stockport, who provide wealth management services and impartial advice to both individuals and businesses.

They have £100million assets under management, a team of 6 advisers and a dedicated paraplanning and back office team, plus a BDM who has a background in advising.

They are looking to expand their advice team with 2 new advisers over the next few months and seek Self Employed IFA’s.

A self-starter who is able to strike up business on your own, you will be chartered or close to obtaining and will ideally have between £5,000 to £8,000 of AUM to bring with you without restrictive covenants, or at least £75,000 in trail.

The firm offer holistic and bespoke advice on all aspects of personal financial planning, so the successful applicants will be conversant with a range of products, market trends and regulations.

Fee splits are in the favour of the IFA at 65/35 and there is full support through paraplanning and Business development. There is a smart and fully equipped office to work from, however there is also the choice to work from home if preferable. The firm use up to date technology, enabling a quicker service to be provided.

To discuss this role in more detail, please contact Andrew at Recruit UK and quote reference 1922.

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