Financial Advisor (retirement)

Recruiter
Anonymous
Location
Exeter
Salary
50000.00 - 100000.00 GBP Annual + GBP50000 - GBP100000/annum
Posted
12 Aug 2017
Closes
09 Sep 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Are you a Financial Adviser looking to retire or exit from the Financial Services industry?

The Company

Our client company is financially strong with a 'plc' parent who is a leading name in the world of financial services. This national advice business is seeking to grow its UK footprint by acquiring IFA client banks and businesses and employing high quality Financial Advisers to service them.

Options - Buy-out (sell and go)

Their acquisition scheme will allow owners of successful financial planning firms to sell their business while crucially ensuring their clients continue to receive a high quality of service from highly qualified employed advisers.

Value

Circa 3x trail / ongoing fee income
50% upfront on contract date
Remaining 50% payable in equal monthly instalments from Month 7 to 18
This is an ideal opportunity if you:
Are considering retirement / semi-retirement
Want a fair price for your client bank
Would like a structured, simple handover that is sensitive to your clients
Only want to deal with a financially sound and highly reputable Financial Advisory firm
Benefits

The company has three financial planning strategies available in order to provide the best possible financial advice to clients by using their Financial Planners, investment platforms and fund management through their DFMs.
For the Financial Advisers being brought in to look after the care of your clients, they will be strengthened by receiving full paraplanning and administration support.

Modern client portal technology is being utilised to assist clients in reviewing their portfolios online and to discover additional opportunities.
The company's vision is to continually improve at every level of their organisation, and take pride in developing and retaining their growing team of advisers.
Criteria

You must be a Financial Adviser, with an established client bank with ongoing trail of minimum GBP20,000 (no maximum)

Locations

South West and Nationwide

Required Qualifications/Criteria
Must be a Financial Adviser, with an established client bank with ongoing trail of minimum GBP20,000 (no maximum)

Apply now or call David Fletcher Regional Recruitment Consultant on (Apply online only)

Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd
for any loss or damage which may arise out of any person relying on or using any information within this advert