Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit additional advisers throughout the UK.
Offering support with advanced qualifications and ongoing training, this is an ideal opportunity for experienced IFA to make a move to an RDR ready organisation with a defined fee structure and support with exams. The firm also provides an excellent back office function that has recently been given a multi-million pound revamp giving their IFAs access to administrators and paraplanners and enabling their consultants to focus on generating new business.
The firm have successfully developed professional introducers in the past and have a dedicated business development team. Over the years this has helped them develop a very strong link with an affinity group in the medical market, and this role will entail maximising this tie up, organising seminars and managing an existing client base.
The position will suit dynamic, forward thinking advisers who understand the value in maintaining strong client relationships. Applicants will hold the Diploma as a minimum and ideally be working towards Chartered status. In addition, it is necessary that alongside a demonstrable track record as an adviser, applicants have some form of client following to bring with them whilst other avenues of business are being developed.
While providing basic salaries of between £35,000 and £50,000 along with a full benefits package, the firm also offers an extremely attractive bonus structure with very low levels of validation compared to the market at large (just 1.7 in year one, 2.3 thereafter). The company also has a practice buy-out option.