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IFA Opportunity working directly with award winning Legal Practice - All Clients Provided

Location: BISHOP'S STORTFORD, HERTFORDSHIRE Salary: 40000 - 80000 GBP Per Annum, OTE
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 6 months ago Reference: 3088759
My client are one of the region's most established legal practices, established over 150 years ago. They have a new joint venture with a very successful local IFA practice, combining their expertise to serve the local community.

The legal practice were recently listed in the Sunday Times top 100 small businesses to work for and had an annual turnover in excess of £8m last year.

The role is employed paying a basic salary in region of £50,000 potentially more, or less depending on experience.

There is a bonus scheme on offer after validating your salary at 3x you will earn 25% on all business written.

The venture currently has one other dedicated IFA, who wrote over £250,000 in fee income last year. Such is the volume of work from the solicitors they need another Adviser who they expect will be able to write a similar level of business in the first year from their client referrals alone.

As the legal practice is so well established, the new joint venture is attracting a lot of interest in the local community, they are enjoying a steady flow of quality 'walk in' clients to the office on the high street. 

There is support provided with an Admin/Paraplanner already dedicated to the venture, with the additional admin team of the IFA practice on hand as and when required. There are plan to add a further Paraplanner once the news Adviser is in place.

You will be a proven and experienced IFA, with current CAS ideally at or actively working towards Chartered status.

Both firms are actively involved in the local community, you will have solid networking and soft skills, comfortable in liaising with HNW clients and identifying new business opportunities.

As there is a large volume of work on offer you do not have to have a client following. However a nucleus of clients would demonstrate previous success in maintaining client relationships.

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