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Looking to recruit an employed IFA to come into this established independent financial planning firm in St Helens.
The importance of this hire is being driven by continued growth across the business, which will allow the incoming Adviser to work towards becoming a Senior member of the team and ultimately becoming a shareholder.
Therefore the incoming Adviser will be joining at a key point of the businesses next phase of growth, which will support further progression to become a valued member of the team, making this appointment a hugely important one for our client to get right.
This opportunity will give you everything you need and more, to be a highly successful Adviser, in a reputable and growing business.
Key points to consider:
- IFA business that supports hybrid working - will need to live within a 30mile radius of the office
- £50k - £60k basic salary, dependent on experience + very achievable bonuses + additional benefits
- Support for further growth and development within the business
- Clients to be passed over from the owner of the business (c£250k - c£300k of recurring income)
- Regular leads to be passed over from their introducers, social media initiatives and website
- Leads to be passed from the Group Schemes the firm manages
- Full Paraplanning and Admin support
- Autonomy to run your own diary
- Will need to demonstrate a track record for managing clients well and being able to generate new business from them
Key requirements:
- Must hold level 4 Diploma in Financial Advice
- Must hold CAS status
- Proactive with generating new business opportunities from existing clients and leads
- No expectation to bring clients
As an Adviser you will naturally benefit from the clients current setup. This includes full Adviser support from an administration and paraplanning perspective, which will allow you the time needed to go out and see clients passed over as well as develop new clients from the leads passed to you from coming into the business from multiple sources.
Due to the availability of clients to be passed, support for further development and the ability to work towards becoming a shareholder, I do not expect this role to be on the market for long.
Therefore, if this does look of interest, then I would be keen to hear from you ASAP
