IFA - Clients Provided
Due to further increases in new business streams, my client, a leading city based IFA, is looking to complement its existing Adviser Team with the appointment of a self-employed IFA.
Operating from a City base, my client has gone from strength to strength after securing various large scale contracts and exclusive agreements with well-known legal practices, consulting firms and investment banks. In addition to this, my client has strong links to a large and highly successful national mortgage brokerage.
The main purpose of the role is to manage a collection of existing key relationships with trade organisations and affinity partners, maintaining and further enhancing the new business streams that already exist and bear considerable fruit for other Advisers. You will provide expert, whole of market advice to private clients that arise from said introducers, ensuring repeat business and continued introductions.
Any transferable clients would obviously be advantageous, though not entirely necessary, as you will have ample new business opportunities and support with warm extensive, proven lead generation. It is however essential that you are a motivated self-starter that is prepared to put in the effort required to reap the undoubted rewards on offer.
In return, you will receive commercial terms that are among the best in the market and extremely generous, given the level of introduced business. You will also benefit from all the IT systems, software, compliance and administration support necessary in order to be an extremely successful Independent Financial Adviser.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
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