Independent Financial Advisor (IFA) - Level 4 or Level 6 Independent Financial Advisor (IFA) - Level 4 or  …

Reesmarx
à Londres, Angleterre, Royaume-Uni
Freelance, Plein-temps
Dernière candidature, 15 sept. 20
60k to 100k depending on recurring revenue
Reesmarx
à Londres, Angleterre, Royaume-Uni
Freelance, Plein-temps
Dernière candidature, 15 sept. 20
60k to 100k depending on recurring revenue
Our client is a medium sized IFA practice based in London, offering a wide range of services to clients in both the individual and corporate markets, with clients ranging from high net worth individuals to corporate markets.

Our client offers services including Wills, Trusts, Probates, Residential/ Commercial Mortgages, BTL Equity Release, FX Transactions etc. and is looking to further build their practice in the next 3 years.

They are looking to add to their team with individuals who will be ‘hunter/ farmer’ type personalities, who will be able to bring their own ‘book of business’ with them. Our client can offer a full support network, with one of the highest Paraplanner/ Advisor ratios in the industry.

Our client is not looking to acquire the employee’s book of business but will offer the opportunity to sell on retirement.

Required:

  • Level 4 or Level 6 qualification
  • Hunter/ Farmer personality. The employee will receive leads but must still have the ‘hunter’ attitude to develop their own business
  • Book of business to bring with you of £5m+
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