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Hitchin based offices with plenty of hybrid working
Access to large database of new clients
Are you a keen business development orientated IFA? Are you keen to win new business and earn well from it? Do you have clients you can bring with you? A key client of mine who I have met and worked very closely with are looking to expand their team with a brand-new Financial Adviser. The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to families, retirees and some City professionals.
They pride themselves on offer the highest quality service to clients and generate new business through recommendation and referral. They offer advice on pensions, investments, tax planning, retirement planning, protections, and esoteric investment schemes such as VCT/EIS/SEIS.A new venture within the business has been set up following an acquisition. The Directors have acquired a business who administers Group Personal Pension schemes for close to 20,000 members. Research and analysis has indicated that a substantial number of these members do not take holistic financial advice and would like to speak to an Adviser and several hundreds have very considerable wealth and would engage with a Financial Adviser.A role has been created for a suitably qualified Adviser who can engage with these prospective clients with the support of a Business Development Manager and tap into their wider network and build up a network of business and contacts. These clients have pensions in the range of £50k - 1million but they will have other assets too which need managing. You will be supported by administrators and paraplanners. You will get support from the Business Development professional team who will feed you referrals.£50k - £75k basic salary + attractive bonusesWhole of market financial adviceLots of flexible working opportunitiesBenefits package on offer (PMI, PHI)Would this be of interest at all? Get in touch with Sam at Financial Divisions
