Home-based IFA - client bank provided

Reed Insurance
11 Jan 2018
14 Feb 2018
Contract Type
Full Time
Our client, a national IFA firm that is growing organically and via a handful of acquisitions, is planning to open an office in Leeds in 2018. They are privately owned and fully independent. They bought a national IFA firm that focuses on advising a particular profession, earlier this year They have clients all over the UK, with many in Yorkshire, hence opening the new office. This will be home-based position to begin with, however, as there are clients to service immediately.

They will give someone £100k - £120k in recurring (from £12m in FUM) to service and grow, mostly from the same HNW profession. They are looking to pay a salary around £45k - £50k, and there's no need to bring a client bank. Admin and paraplanning support are provided from their Midlands head office.

There is roughly a 4 x salary validation, though this takes into account the recurring income so you're already well on the way to your target, after which you'll earn 33%. Benefits include pension, death in service and generous holiday allowance.

Reed Specialist Recruitment Limited is an employment agency and employment business