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Employed IFA - Clients Provided and Accountancy Practice venture to develop

Location: CITY OF LONDON, LONDON Salary: 50000 - 80000 GBP Per Annum, OTE
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3049897
My client are fully independent, whole of market IFA practice who have been established in Herfordshire for 7 years.

They are in the process of launching their London office which they will share with a firm of Chartered Accountants they have a joint venture with.

The role is employed paying a basic salary of c£50,000, potentially more depending on experience, track record of production and client following.

Your task will be to develop the relationship with the Partners of the Accountancy practice and generate business from client referrals.
They also have a large existing client bank of c1000 individuals being looked after by 4 Advisers, so there is plenty of work available.

In addition to what they can offer they are looking for an experienced Adviser who is comfortable in generating their own business, networking, and ideally coming with a modest portfolio of loyal clients.

There is a bonus scheme on offer after validating your salary at 3x you will earn 25% on all written business thereafter. In the years that follow, your recurring income will count towards target giving you the opportunity to increase your earnings each year.

You will benefit from in house Paraplanning and Admin support leaving you to focus on writing business.

You will be and experienced and level 4 qualified Adviser.

You will hold current CAS and SPS.

Ideally you will be Chartered or have made progress towards level 6.

Ideally you will have a handful of clients to bring to the table, if not a proven track record of business development.

If you have previous experience of developing relationships with Partners of Accountancy firms that would be an advantage.

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