Financial Planner clients provided

Recruiter
Reed Insurance
Location
Reading
Salary
35000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time
An IFA vacancy with a firm whose HQ is in Somerset. They are both Chartered Insurance Brokers, and Chartered Financial Planners. The role is home-based, covering a fairly large patch around the M25, with a number of the leads towards . There is an existing client bank of up to £5m in FUM to take over, with the majority of the recurring income at 1%. In addition to this, the company has maintained connections with a small number of professional affinity groups for the last 20 years. These are mostly Dentists (50%) and Vets (30%), with the other 20% made up of Optometrists and Pharmacists.

Leads will be verified before you meet the client, by 1 of 2 telephone based Advisers at head office. They will also deal with lower level advice on the phone, so this will be a genuine HNW IFA position.

While a basic salary of £35k - £38k may not be overly inspiring, there is strong earnings potential here. A £4k annual bonus based on file quality and compliance is as good as guaranteed if you do your job properly, and you'll also receive bonus if you add at least £2m in new FUM per annum (all 7 Advisers across the UK have comfortably achieved this in 2016), and another bonus based on fee income. Bonuses are uncapped and with the volume of leads you'll receive, a proactive IFA should comfortably earn £50k in their 1st year and add around £10k per annum to this ongoing. You won't be stuck on a modest salary for long either. The top 2 IFAs are on £55k+ salaries and invest an average of £5m in new FUM each per annum from company leads.

The company is fully committed to their IFAs achieving chartered status, and they all sat AF5 in October, with AF4 to follow in April.

Full admin and paraplanning support will be provided from head office. Appointments will also be booked on your behalf.

If this type of role would be of interest, please give me a call on the number below, or alternatively, send me an email with the best time to contact you. I look forward to speaking to you in the near future.

Ben Clive 0117 930 4820 ben.clive@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business