IFA Opportunity - Newly Acquired Client Bank - £60,000 OTE

Reed Insurance
12 Feb 2019
21 Feb 2019
Contract Type
Full Time
My client is a family owned firm and offer fully independent Advice and have offices across the east of England and in London, looking after over £500m in FUM.

They have just completed a major acquisition of the client bank of an established firm in Leicester who are no longer trading, so need a new team of Advisers to manage these clients and grow their brand in the East Midlands.

On top of this acquisition they have a very strong lead source specialising in the education sector and university lecturers in particular, their call centre will actively manage your diary and book around 10 new appointments in a week. They regularly host seminars at prestigious institutions such as the London School of Economics and Eaton and will be looking to do the same in the east Midlands so will keep you nice and busy.

The role is employed paying c£40k - £50k , there is a discretionary bonus scheme which kicks in at 3x salary.
Most Advisers are earning north of £60,000, their top earners significantly more.
The top Adviser wrote over £600k in fee income last year and average Advisers are doing north of £250k, they are recruiting as the current team cannot service the volume of leads coming in.
They are very active in the acquisition space and have others in the pipeline as well as this one.

A good benefits package comes with the role including pension, and car or allowance as there will be travel involved.
They are also working to Corporate Chartered status and will fund your qualifications.

You will be an experienced and qualified IFA.
You will have current CAS and up to date SPS.
You will be experienced in managing significant level of recurring income and have your own ideas re new business.

Reed Specialist Recruitment Limited is an employment agency and employment business

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