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Pofessional Practice IFA, Surrey
- UK - Surrey
- £50000 - £55000 per annum
- Full-Time Permanent
- Insurance - IFA
- Hays Insurance & Financial Services
- 24-11-08
Job Description
This is a fantastic opportunity to service the existing client base of a Top 20 Accountancy Practice.
Company
- A top 20 Accountancy practice whose Financial Services Division is newly established with 6 offices based in South East
- The Practice has 43 Partners generating £33 Million in Fee Income
Position / Opportunity
- Independent Financial Adviser offering bespoke solutions on fee and commission basis to both SME (T/O 6 Million) and private clients (£100,000+)
- SME market will be companies employing 40 personnel
- Private client market will be Owner Managers, Directors
- Case size would be range from £3,500 - £10,000
- To service the clients passed from senior partners of accountancy practice who actively promote the services of the FS Division and an existing client bank gaining further referrals from clients you have advised
- Total number of introducers including Partners and Relationship Manager 124 who are all targeted by KPI's to actively make introduction to FS arm
- You will receive full credit for any revenue generated including fee's trail and commission where applicable
- Realistic ability to write £300,000 Commission and Fee Income from internal introducers
- Fully licensed to advise in all areas without restriction including VCT, EIS, Film partnership, Pension Transfer, Section 32, Keyman, Shareholder and Partnership Protection
Adviser Support
Full administrative support will be given on the following ratios 1 to 1 paraplanner, 1 to 2 secretarial and a fully integrated laptop and Blackberry with intelligent office
If you would like to be considered for this industry recognised proposition please feel free to make contact with me for an initial and completely confidential conversation or send an up to date C.V. which includes your contact details.
Company
- A top 20 Accountancy practice whose Financial Services Division is newly established with 6 offices based in South East
- The Practice has 43 Partners generating £33 Million in Fee Income
Position / Opportunity
- Independent Financial Adviser offering bespoke solutions on fee and commission basis to both SME (T/O 6 Million) and private clients (£100,000+)
- SME market will be companies employing 40 personnel
- Private client market will be Owner Managers, Directors
- Case size would be range from £3,500 - £10,000
- To service the clients passed from senior partners of accountancy practice who actively promote the services of the FS Division and an existing client bank gaining further referrals from clients you have advised
- Total number of introducers including Partners and Relationship Manager 124 who are all targeted by KPI's to actively make introduction to FS arm
- You will receive full credit for any revenue generated including fee's trail and commission where applicable
- Realistic ability to write £300,000 Commission and Fee Income from internal introducers
- Fully licensed to advise in all areas without restriction including VCT, EIS, Film partnership, Pension Transfer, Section 32, Keyman, Shareholder and Partnership Protection
Adviser Support
Full administrative support will be given on the following ratios 1 to 1 paraplanner, 1 to 2 secretarial and a fully integrated laptop and Blackberry with intelligent office
If you would like to be considered for this industry recognised proposition please feel free to make contact with me for an initial and completely confidential conversation or send an up to date C.V. which includes your contact details.
- Barry Pendrill
- 191583
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