Independent Financial Advisers (IFA) - attractive bonus scheme

South West
To £50,000 + Flexible Benefits + Excellent bonus structure
06 Feb 2017
02 Mar 2017
Contract Type
Full Time
On Target Earnings
100K+, 40K+, 50K+, 60K+, 70K+, 80K+, 90K+

Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit additional advisers throughout the UK.

Offering support with advanced qualifications and ongoing training, this is an ideal opportunity for experienced advisers to make a move to an organisation with a RDR ready model that has been in place since March 2011. The practice has a segmented client base offering differing levels of ongoing service and a clear charging structure. The firm also provides an excellent back office function that has recently been given a multi-million pound revamp giving their IFAs access to administrators and paraplanners and enabling their consultants to focus on generating new business.

The firm have successfully developed professional introducers in the past (including being the IFA of choice for a top ten chartered accountancy firm) and have a dedicated business development team. Over the years this has helped them develop a very strong link with an affinity group in the medical market as well as with various other noted organisations. The firm also pay for and host seminars alongside legal practitioners, provide ongoing leads and is looking at an acquisition programme.

The position will suit dynamic, forward thinking advisers who understand the value in maintaining strong client relationships. Applicants will hold the Diploma as a minimum and ideally be working towards Chartered status. In addition, it is necessary that alongside a demonstrable track record as an adviser, applicants have a reasonably sized client following to bring with them whilst other avenues of business are being developed. The target for year one will be a minimum of £60,000 and candidates need to be confident that they are able to reach such a level through their existing connections.

While providing basic salaries of between £35,000 and £50,000 along with a full benefits package, the firm also offers an extremely attractive bonus structure with very low levels of validation compared to the market at large (just 1.7 in year one, 2.3 thereafter). The company also has a practice buy-out option.



Exchange is a specialist in Financial Services recruitment working with regional and national financial planning, investment/asset management and employee benefit companies at all levels. We have extensive experience recruiting across a wide variety of roles including Independent Financial Adviser, Investment Manager, Business Development Manager, Trainer, Financial Consultant, Broker Consultant, Wealth Manager, Private Banker, Sales Manager, Chartered Financial Planner, Employee Benefits Consultant, Corporate IFA, Investment Analyst, Compliance Officer, T&C Consultant, Paraplanner, Administrator, Sales Support and Account Manager.