Self Employed IFAs required - West Midlands
My client is a well-established wealth management company with over 240 advisers nationwide providing independent financial advice. They pride themselves on the fact that their advisers can use "any product - any provider". Putting the clients’ interest at the heart of everything they do is paramount. They have negotiated market leading platform terms with the likes of Aviva, Axa and Zurich, allowing clients to benefit from lower charges.
In terms of exit strategies they are able to facilitate transfers between their advisers using market leading back office systems and in addition to this will broker a deal and will even provide finance options to ensure a fair deal is facilitated inhouse.
They offer a high quality, bespoke financial planning service on an independent basis. They currently have a number of opportunities for ambitious, professional financial planning professionals who are keen to work with a forward-looking financial planning organisation. The ideal Financial Adviser will be a fully qualified and experienced IFA who has a desire to build up a client portfolio of circa £10million AUM. Financial Advisers who come from a bancassurance environment that have this level of AUM will be attractive to their business model.
Splits are very competitive and are up there with the best currently offered in the UK. IFA’s are primarily home based, however there are some offices around the UK.
There is no monthly fee, PI, compliance or system costs and there will be a dedicated training supervisor to provide one to one training and file checking with no pressure on targets just pure support.
If you would like to find out more about this role, please contact Russell Davies at Recruit UK on 01179-170418, and quote reference 10355.