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Employed IFA - Up to £65k

Posted 26 February by Reed Insurance Featured Ended
My client is an expanding top 20 chartered accountancy practice and chartered financial planners, with offices across the region. Please read on for further information:

Fully IFA position with the chartered financial planning arm of a reputable chartered accountancy practice in the South-West. Looking for an adviser with gravitas to promote them externally, especially to Solicitors. You will also recieve a small number of clients in the Poole area.

The vast majority of the clients will have £250k - £500k, though some will have up to £1m.
Turnover has increased by 24% so far this year, having increased by around 20% last year.
Their Advisers manage an average of £40m FUM each, much of which is recurring income, and receive regular leads from the Partners in Devon. Average adviser fee income per annum is £400k.

Salary will be up to £65k plus car and generous bonuses, benefits including pension and 25 days holiday, and potential to become a Director in future.

Full admin and paraplanning support will be provided. They also employ client liaison assistants to help consultants maintain contact with their clients and the accountants.

While this professional, highly reputable practice is by no means looking for a salesperson, you must have a passion for new client generation and networking with introducers. It will take you a while to build up a strong client bank with them but they will recognise this by not imposing fee income targets, and by rewarding you with bonuses and salary increases for positive performance.
You do not need to have worked for a professional practice in the past or need to bring a client bank with you.

Regarding their investment proposition, they use a combination of active and passive funds, and are passionately independent.

To apply please get in contact on 0117 930 4820 or email

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34019988

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