Employed IFA - Multiple clients, connections & joint ventures provided

Reed Insurance
18 Mar 2017
17 Apr 2017
Contract Type
Full Time
My client has been established in Nottingham and Sheffield for over 100 years.
They are a fully independent, whole of market practice, directly authorised by the FCA.
They have recently been awarded corporate Chartered status.

The position is employed paying basic in the region of £40,000 - £60,000, depending on your experience, track record of production, qualifications and if you have any clients to bring.

They are looking to grow organically and have a lot of well established connections to offer the successful applicant. Their current team of Advisers are all at capacity with their own client banks so the connections are not being fully utilised.

The firm have joint ventures with Accountants in Derby, Nottingham and Sheffield, they are looking for a new Adviser to come in and develop these relationships and generate new business for the firm. The Sheffield Accountants share the same office as my client.

On top of this they have 15 professional introducers to be worked with and a substantial back book, containing thousands of orphan clients from previous acquisitions to work through.

They is a rewarding bonus scheme based on KPIs agreed with the individual consultants, where you can earn 15% of your salary if the KPIs are hit.
There is also a performance related bonus where you earn 25% on all written business after validating your salary at 3.5x

Their Advisers are all writing between £200,000 - £300,000 with the leads, connections and clients provided there is ample opportunity to be at this level after your first year.

They have modern offices close to Nottingham city centre and provide first class Paraplanning, Admin and Compliance support in house.

You will be a proven IFA either Chartered or close to.

You will have a consistent track record of success and a proactive approach to business development and networking.

You will have current CAS and SPS.

Reed Specialist Recruitment Limited is an employment agency and employment business