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By using the search box below, you will be able to find similar jobs that are currently available in the financial, accounting and banking sectors across the UK.
IFA, Surrey
- UK - Surrey
- £60000 - £70000 per annum
- Full-Time Permanent
- Financial Services - Accounting
- Hays Insurance & Financial Services
- 10-11-08
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 has been established since 1991 with 16 offices nationally plus an office in Jersey
FS Division employees 68 total with 33 RI's Turning Over £7,1 Million
60% of the business turnover is attributed to fee's
Position / Opportunity
Independent Financial Adviser offering bespoke solutions on fee and commission basis to both SME and private clients
SME market will be companies employing 150 personnel
Private client market will be Owner Managers, Directors, Celebrities and members of the Aristocracy with a minimum of £1 Million to invest
Case size would be range from £2000 - £30,000
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
Your receive full credit for any revenue generated including fee's trail and commission where applicable
Adviser Support
Full administrative support will be given with 2 IFA's supported by a paraplanner and sales support which can be increased to facilitate increase in business
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.
The above is not an exhaustive list of vacancies. I am currently working with various clients in the Private Banking, Independent Financial Planning, Professional Practice, Retail Banking and Product Providing sectors.
In addition if this position is not suitable for you at present, please feel free to pass my contact details and this information onto your friends and colleagues
Company
A top 20 Accountancy practice whose Financial Services Division has been established since 1991 with 16 offices nationally plus an office in Jersey
FS Division employees 68 total with 33 RI's Turning Over £7,1 Million
60% of the business turnover is attributed to fee's
Position / Opportunity
Independent Financial Adviser offering bespoke solutions on fee and commission basis to both SME and private clients
SME market will be companies employing 150 personnel
Private client market will be Owner Managers, Directors, Celebrities and members of the Aristocracy with a minimum of £1 Million to invest
Case size would be range from £2000 - £30,000
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
Your receive full credit for any revenue generated including fee's trail and commission where applicable
Adviser Support
Full administrative support will be given with 2 IFA's supported by a paraplanner and sales support which can be increased to facilitate increase in business
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.
The above is not an exhaustive list of vacancies. I am currently working with various clients in the Private Banking, Independent Financial Planning, Professional Practice, Retail Banking and Product Providing sectors.
In addition if this position is not suitable for you at present, please feel free to pass my contact details and this information onto your friends and colleagues
- Barry Pendrill
- 153127
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