IFA
other jobs IDEX Consulting Ltd
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £80,000 - £100,000 per annum, inc benefits
Job Description:
Established client book to inherit!!
I am looking to speak to experienced financial advisors who are level 6 qualified (or 1 exam from) who would be interested in a new opportunity with a boutique practice based in the City of London. This practice has acquired Chartered Status and is operating at a top tier level
The opportunity has 3 key facets that should appeal to an ambitious, high performing advisor:
1: Clients to inherit from day one - These will come from existing advisors in the practice who have either reached capacity or are beginning to transition clients over as they are looking at retirement
2: Acquisitions - There are several acquisitions being completed with a large number of clients to be inherited by the existing adviser team. Huge scope to utilise cash-flow planning to ensure full holistic advice is being offered to these new clients
3: New Business Development - There’s a large number of existing professional connections, established networking channels and lead generation opportunities.
This a genuinely a rare opportunity to get a really strong start with the existing clients, the opportunity to add further clients via the acquisitions and then the framework to use your own ideas and skills to grow the client book into something really worthwhile.
On offer is a very competitive salary of up to circa £100k, excellent bonus potential and full in-house admin and paraplanning support working for a nimble, flexible and modern financial planning practice.
Interested? Please apply or contact me directly.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
I am looking to speak to experienced financial advisors who are level 6 qualified (or 1 exam from) who would be interested in a new opportunity with a boutique practice based in the City of London. This practice has acquired Chartered Status and is operating at a top tier level
The opportunity has 3 key facets that should appeal to an ambitious, high performing advisor:
1: Clients to inherit from day one - These will come from existing advisors in the practice who have either reached capacity or are beginning to transition clients over as they are looking at retirement
2: Acquisitions - There are several acquisitions being completed with a large number of clients to be inherited by the existing adviser team. Huge scope to utilise cash-flow planning to ensure full holistic advice is being offered to these new clients
3: New Business Development - There’s a large number of existing professional connections, established networking channels and lead generation opportunities.
This a genuinely a rare opportunity to get a really strong start with the existing clients, the opportunity to add further clients via the acquisitions and then the framework to use your own ideas and skills to grow the client book into something really worthwhile.
On offer is a very competitive salary of up to circa £100k, excellent bonus potential and full in-house admin and paraplanning support working for a nimble, flexible and modern financial planning practice.
Interested? Please apply or contact me directly.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Job number 3655822
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Company Details:
IDEX Consulting Ltd
Company size: 20–49 employees
Industry: Recruitment Consultancy
’Taking Pride in Making You Successful’IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy special...