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Self-Employed IFA - Ongoing fees and potential stake in the business

Posted 12 January by Exchange Street Financial Services Easy Apply Ended

An established Chartered practice in Manchester, our client is embarking on the next phase of its development. This will entail a number of senior directors/advisers exiting the business in the next 12-48 months with a succession plan in place that includes hiring three advisers to replace them.

With an impressive level of ongoing advice fees, the firm are in the position of being able to offer clients/fees that will enable any new adviser to have a minimal income of £20,000 - £25,000. They can also offer assistance with client generation, for example through seminars they put on and occupational scheme transfers they receive.

Any applicant though will need to be able to self-generate their own business to take their income to £40,000 and above. With splits ranging from 65-72% (with no additional fees) this is very realistic for anyone capable of generating £30,000 of business (new and ongoing) in year one.

With new technology and a centralised investment proposition in place, the company is well positioned. It will also produce the next generation of paraplanners, committed as they are to training up financial services graduates. The company are very welcoming of ideas to help improve the quality of the business.

Required skills

  • financial planning

Reference: 32825058

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