Self-Employed IFA
Heat Recruitment
London
6d ago

I'm working with a Financial Advice firm going in the right direction, with an excellent reputation, looking to recruit self-employed advisers.

  • 70 : 30 split on self-generated business
  • 50 : 50 split on leads given
  • Average case size on leads given is £5,000
  • Range from £1k to £10k
  • Guaranteed minimum of 2 leads per month
  • This minimum will increase this as they're just about to launch a venture with a pensions case introducer
  • Also developed a financial wellbeing proposition they're in the process of rolling out to HR departments around the country
  • There’s clearly plenty going on in the business development aspect
  • Their is very adept and skilled at growing businesses, developing advisers and increasing their income selling his previous firm with 30 advisers. Happy to mentor.
  • Not adverse to advisers purchasing their own leads at a 70 : 30 split if they want
  • Will look at client bank acquisitions
  • Full admin and compliance support
  • Marketing support
  • Also very open to younger advisers with the drive and ambition to develop themselves
  • To find out more, please get in touch.

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