Independent Financial Adviser - IFA - City, Birmingham, United Kingdom, B1
An excellent IFA opportunity is available with a specialist firm based in the South Birmingham area.
This company will provide access to a book of pensions and investment clients with a projected fee income in the region of £200k.
These clients are made up of long-standing practice connections, acquired clients from practice purchases and clients being referred from an established network of professional introducers.
Along with access to clients there will be full administration and paraplanning support and the use of high-grade office facilities.
The practice is client service focused and places emphasis on relationships over selling solutions. They wish to engage with an adviser who shares these same values.
This opportunity may suit a qualified practitioner from either an IFA, restricted advice model or banking background.
Diploma level 4 or above
No specific requirement for a transferable client bank although they can be accommodated.
Focus on fee based and service led financial/ life style planning would be advantageous
Posted by Keith Enright at Thomas George Selection
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