IFA – All Business Provided – £300m Client Acquisition - Wolverhampton

Job Type:
Financial Services
Financial Planner, IFA Employed
Midlands & Wales
Salary range:
£70, 000 - £79, 999, £80, 000 - £89, 999
Salary Description:
To £80K plus bonus & benefits
Start Date:
Job Ref:

My client, a rapidly expanding asset management and IFA firm that has built a great reputation internationally in the institutional market, is looking to recruit an experienced and motivated Financial Planner following the acquisition of another IFA practice.

This company is rapidly expanding across the UK. Its aim is to build and maintain long-term and trusted relationships with its clients to meet their financial objectives. It has recently acquired a large IFA practice in Wolverhampton, taking on an additional £300m in new client funds under management, 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.

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 longer term. You will be a top Advisor with a demonstrable track record, with experience of working within an IFA practice.

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, either through market-leading salary and uncapped bonus, or through excellent commercial terms for self-employed contracts.

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Financial Services and General Insurance Recruitment

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

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