Employed IFA Opportunity - £200k in recurring income available - £60k basic salary

Reed Insurance
19 Mar 2017
18 Apr 2017
Contract Type
Full Time
I have an excellent new opportunity available with directly authorised firm of Chartered Financial Planners based in central London.

They are recognised as one of the leading firms in the UK, having recently been named as a Top 25 IFA by thewealthnet.com for the fifth time in the last six years, as well as being named as a New Model Adviser Top 100 firm for the second year in a row.

They are looking at succession planning and have a requirement for a new Adviser to pick up an existing book of clients.
The client bank which will be allocated to the successful applicant has c£200,000 in recurring income, your task will be to maintain the existing relationships and where possible develop new business via referrals and new introducers.

You can expect a basic in the region of £60,000 depending on experience potentially more, or less.
They are also currently in the process of developing a bonus scheme which will be geared around the new business generated and quality of advice given.
There is also an attractive benefits package provided including the various benefits you would expect at this level.

This is an excellent opportunity offering the best of both worlds in an employed role, the clients of a servicing role and the bonus of a more business development orientated role.

You will be an experienced IFA, ideally at or close to Chartered status with current CAS and SPS, a proven track record of fee income production and managing significant levels of income.

Reed Specialist Recruitment Limited is an employment agency and employment business