Financial Adviser

Recruiter
FM Top Jobs
Location
Peterborough
Salary
£50000 - £80000/annum
Posted
07 Jul 2017
Closes
06 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you an experienced Financial Advisor looking to join a Chartered IFA firm and be provided with a client bank with £70m FuM?

The Company

This Chartered IFA firm has 300 Advisers across the UK and has grown through acquisition of partner firms. Their annual gross revenue is £45m and are positioned for continued growth over the next 3 – 5 years.

Clients and business opportunities

Their regional hub in Peterborough requires an IFA to join them to take over a high net worth client portfolio from a retiring IFA. The portfolio has c£70m of Funds under Management with annual recurring income of c£350k.

You will be provided with a client bank of circa 150 (average holdings of £1/2 million FuM per client). During the first 12 months you will work closely with the outgoing IFA to ensure there is a smooth handover of relationships.

The portfolio will provide a great source of existing HNW client base for servicing and growth through new business and referrals. The company are proud club sponsors of professional top flight rugby and elite amateur home / international golf championships, which provides excellent marketing opportunities to thousands of members.

Training and Development

Full training and development programme available enabling Advisers to achieve Chartered status.

Requirements to be considered

You should be an experienced IFA with gravitas of working with high net worth clients. Therefore, it is essential that you possess strong communication skills and have a high attention to detail.

You must be a minimum level 4 Diploma qualified and preferably Chartered level 6, or working towards.

You should be based within easy commuting distance from their regional hub in Peterborough with the ability to work in a busy, fun and professional environment.

Benefits

Basic salary of £50,000
Excellent bonus structure
OTE £80,000+
25 days Holiday
Paraplanning and administration will be provided
Access to exclusive model portfolio range, bespoke IT platform and in-house DFM service.
Location

Peterborough

Apply now or call David Fletcher for more details 01823401206

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