Servicing IFA - Chartered Practice

Reed Insurance
16 Feb 2017
16 Mar 2017
Contract Type
Full Time
My client are a directly authorised, Chartered firm, with offices across the region that have recently acquired another IFA practice, taking on 200 new clients.

As a result they have a requirement for a well qualified, technical Paraplanner / IFA to support the Associate Director and Chartered Financial Planner in offering a highly professional service to their existing and newly acquired clients, as well as managing relationships with professional introducers and referrals coming in.

As the position is focused on maintaining the existing client relationships rather than developing new business, the firm are open to considering applications from experienced and Level 4 qualified Paraplanners who are looking to move into Advice.

The basic will be circa £40-£50k with an annual bonus paid as a percentage of the team's production, with scope to increase alongside the continued growth of the company.

Benefits include - 4x salary DIS, 3% pension, 3% spouse pension, income protection.
They run model portfolios and will have an in house DFM service signed off next year.

The firm has £300m FUM looked after by 8 advisers, supported by 3 Paraplanners and further Admin staff.
Following the recent acquisition there are more than enough clients to keep the new adviser busy.
They also have a General Insurance arm of the business which will generate plenty of leads for the successful applicant.

You will be Diploma qualified, ideally with progress towards Chartered status.

You will have a proven track record of offering a highly professional service to HNW clients.

You will be passionate about Financial Services and an ambitious individual, looking to progress.

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