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IFA - £10m AuM CLIENT BASE

IFA - £10m AuM CLIENT BASE

Job Title: IFA - £10m AuM CLIENT BASE
Contract Type: Permanent
Location: Leeds
Industry:
Salary: £60000 - £80000 per annum, Benefits: benefits + very good bonus structure
Start Date: 2017-03-31
Reference: IFA-£10m
Contact Name: James Rhodes
Contact Email: james.rhodes@bwd-search.co.uk
Job Published: March 31, 2017 12:14

Job Description

IFA - £10m AuM CLIENT BASE – basic c£70/80,000 + bens + bonus
York/ Leeds

Chartered IFA firm; extremely established and reputable; MD looking to retire over next 5years and is segmenting clients, hence a client base to walk into; further clients (£40m AuM) will eventually be passed over.

There is a further £5m+ AuM of orphan clients that still have agency agreements with the firm that need re-engaging with; clients range from mature individuals to Directors of businesses.

Full back office support with admin and technical paraplanners; business is technology driven so you can work remotely.

In addition, you will need to develop relationships externally to further grow the client base.

Opportunities like this are rare!

Be quick so you don’t miss out! Call me for a confidential chat.

James Rhodes: apply.a33wmm390t@bwd-search.aptrack.co : 0113 274 3000