Job Details

With offices in Surrey and Hertfordshire, this well established IFA practice has been providing financial planning services since the mid-1990s. Due to an ongoing acquisition plan and the upcoming retiring of a senior IFA, they are in a position to supply leads and clients on an ongoing basis.

Applicants will need to be experienced, good quality IFAs who have been generating a minimum of £50,000 per annum, although the preference is for individuals who are much more established. It is expected that those candidates will be able to carry on working with their own client base whilst new leads are being converted, but it is an opportunity whereby a good level of assistance can be provided in the generation of clients through the acquisition campaign.

Diploma status is a pre-requisite.

The company offer self-employed contracts with splits on an adviser’s own business as high as 85% although there is a monthly desk charge to consider. They will also pay competitive rates on business written from provided leads.

With the company running a paperless office and having offices throughout the South East, applications are welcome from advisers throughout the region.