Self-employed IFA

Posted Today by Reed Insurance Featured
My client is small but expanding directly authorised IFA firm in Cheltenham. They have acquired a client bank from a retiring IFA and therefore have around 50 private clients to hand over to a new IFA, as well as a number of new leads generated centrally.

The role can be a combination of home and office based, with an expectation that you'll be in the office for at least 2 days per week. Paraplanning support will be provided, and most of the clients handed to you will be at retirement with pension and investment requirements. The firm is willing to pay a generous 75% - 80% for your clients and 50 - 60% for clients and leads passed to you.

The successful candidate will be an existing diploma qualified adviser with CF30 status and a small transferable client bank. The role is ideal for an adviser who has been self-employed and generated a small client bank, but is looking to team up with a local firm and be handed enough clients to double their income.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 32679151

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