Job Details

Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm across the course of 2013. An award winning outfit, they are currently looking to recruit additional advisers in Cheshire and North Wales.

Offering support with advanced qualifications and ongoing training, this is an ideal opportunity for both experienced IFAs and proactive financial planning managers from the bancassurance market who are looking to make the move to an independent environment. The firm also provides an excellent back office function that has recently been given a multi-million pound revamp giving their IFAs access to administrators and paraplanners and enabling their consultants to focus on generating new business.

The benefits of working for such a firm are impressive. Given the reputation of the brand, the firm has always been successful in developing professional introducers and remain firmly committed to helping their advisers put in place such relationships. Having been established for many years the firm has a large portfolio of existing clients, including members of an affinity group. Furthermore, they have a very successful seminar programme and a dedicated business development manager to help drive in leads from HNW clients.

The position will suit dynamic, forward thinking advisers who understand the value in maintaining strong client relationships. Applicants will hold the Diploma as a minimum and ideally be working towards Chartered status. In addition, it is necessary that alongside a demonstrable track record as an adviser, applicants have a reasonably sized client following to bring with them whilst other avenues of business are being developed.

While providing basic salaries of between £35,000 and £50,000 along with a full benefits package, the firm also offers an extremely attractive bonus structure in which consultants writing £10,000 per month will earn almost £60,000.