IFA - West Midlands - Leads and referrals available

Thomas George Selection
Dudley, UK
13 Sep 2019
26 Sep 2019
Contract Type
Full Time
A leading regional IFA firm are seeking IFA's who wish to benefit from excellent back-office and robust compliance that supports productivity whilst protecting long-term interests.

My client has invested heavily in their back office systems and operations. They have developed excellent administration and technical support facilities within offices that conveniently located with parking for staff and clients.

They have demonstrated impressive growth through recommendation over the last ten years and can boast one of the best adviser retention records in the industry. They are very well networked with regional professional organisations and can provide additional client leads and enquiries.


What on offer?

Market leading back office support, office facilities, robust compliance support, excellent staff retention track record, leads and client referrals, unrestricted ownership of all existing client and referred clients.



Diploma qualified adviser. Can be from an IFA, bank, building society or direct advice background. Must apply an approach that is ethical and professional.

Retain on-going ownership and any self generated or referred client. Standard split applies to both self generated and referred business.

The desire to become an RI with a financially secure firm who places adviser and client well-being at the forefront.


Your contact for this vacancy is Keith Enright, Managing Partner at Thomas George Selection

Please contact me directly if you prefer to arrange a confidential discussion.

Please visit tgselection.com for Financial Services opportunities.

All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities..

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