IFA - Clients Provided

Aston Charles Ltd
17 Mar 2017
16 Apr 2017
Contract Type
Full Time

Due to the ongoing expansion of the business, my client, a long-standing local IFA practice, is seeking an experienced Independent Financial Advisor to complement its existing team in Leeds.

This business, established in the local area for a number of years, has developed an enviable reputation in the wider community, providing first class private wealth management solutions for a broad client base of high net worth individuals.

Following the retirement of a senior IFA, it requires a motivated and capable IFA to inherit existing clients. These clients had initially been divvied between existing Advisers, but with the 4 fee earners in the practice already being responsible for c£1.5M in fee income between them, the majority of which being recurring income, they are far too busy with their own business to service these clients.

You will provide a comprehensive financial planning service to the aforementioned clients, utilising this extensive source of business, as well as conducting your own external development activities. You will manage client relationships from the initial meeting, providing on-going advice, quickly building trust and proactively dealing with their requirements. Contributing to the profitable development of the company, you will be able to spot new business opportunities with said clients, cross-sell additional services, and gaining repeat business.

You must be driven and committed to providing quality and compliant financial advice. My client is looking for an individual with the gravitas to build rapport with its existing clients, and the relationship management and technical skills to ensure they remain happy with the service. You will benefit from full administration and paraplanning support, allowing you to spend more time client facing.

In return, you will receive a highly attractive basic salary and a range of additional benefits. You will also enjoy a bonus structure that, given the volume of existing business that you will inherit, will result in substantial overall total earnings.

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Financial Services and General Insurance Recruitment

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