IFA - clients in place / employed package

Posted 6 November by Exchange Street Financial Services

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 to provide advice to members of an affinity group.

Offering support with advanced qualifications and ongoing training, this is an ideal opportunity for experienced advisers to make a move to an organisation with a RDR ready model that has been in place since March 2011. The practice has a segmented client base offering differing levels of ongoing service and a clear charging structure. The firm also provides an excellent back office function that has 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 (including being the IFA of choice for a top ten chartered accountancy firm) 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 as well as with various other noted organisations. The firm also pay for and host seminars alongside legal practitioners, provide ongoing leads and is looking at an acquisition programme.

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 candidates have a demonstrable track record as an adviser (IFA or restricted).

This is an employed role with a starting salary of £35,000 plus 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.

Required skills

  • Financial Planning
  • Wealth Management

Reference: 31145338

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