IFA – Clients Provided through Acquisition - Swansea

Job Type:
Financial Services
IFA Employed
Midlands & Wales
Salary range:
£50, 000 - £59, 999
Salary Description:
£Negotiable depending on experience - £50K+
Start Date:
Job Ref:

My client, a relatively small but very successful IFA firm that has built a great reputation in the market, is looking to recruit an experienced and motivated Financial Advisor following the acquisition of another IFA practice.

This company is rapidly expanding across South Wales. Its aim is to build and maintain long-term and trusted relationships with its clients to meet their financial objectives. It has recently acquired an IFA practice in the local market and therefore requires a quality Financial Planner to service this client bank.

You will be responsible for offering first class advice to existing clients, working with the retiring IFA through a handover/ introduction to said clients, being involved in contributing to the firm’s growth strategy by actively generating new business. You will be required to maintain strong working relationships and provide clients with the best possible advice to fulfil their financial needs. It is not essential, but would be advantageous if you have a transferable client bank.

You must be ambitious and want to take the next step in your financial services career, as it is looking for someone with the drive and the wherewithal to potentially take an equity stake in the business as part of its succession planning. You will be a top Advisor with a demonstrable track record, with experience of working either in an IFA or bank assurance firm.

You will be given an existing client bank, as well as being provided with annual and quarterly business planning support and individual mentoring. You will also benefit from full admin and paraplanning support. A very attractive package is on offer, which effectively allows you to guarantee personal income of c33% of the fee income generated – given that there is c£50m FUM that you will inherit and be credited with, it would take a concerted effort not to earn a substantial income in this role!

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Financial Services and General Insurance Recruitment

Contact Details:
Tel: 0345 193 2419
Contact: Ben Christmas

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