IFA (Client Bank Provided)

Financial Planner - Manchester, North West England

Ref: 826Friday 22 July 2022

£45,000 - £60,000

We are a directly authorised, independent business with 13 IFAs across the UK.  Our core aim is to help clients from all walks of life, as we believe that everyone deserves the opportunity to receive valuable financial advice. This means that you will be exposed to a huge array of clients and different situations to keep you engaged and on your toes.


The People


Our young and progressive management team allow your voice to be heard at all levels!


We know that a healthy business is one that listens to all its employees, to help keep the working environment enjoyable and develop our advice processes.


Our team is made up of 26 people, including 13 Advisers, 6 Paraplanners, Administrators and Compliance Supervisors. We are


We have people from all different backgrounds so we're sure you will fit in and find a friend here!


Role Function


We have purchased a client bank from a retiring IFA in the Manchester area who is retiring over the next 12 months. The book of business is valued at £35,000,000 covering Pensions, Investments, Estate Planning and Insurance needs.


Over the course of these 12 months, you will attend client meetings alongside the adviser as form of introduction and inherit these clients as your own.


The Benefits


  • Inherit a client bank (£35,000,000 FUM)
  • Ownership of New Clientele
  • Christmas Bonus
  • Flexible and Full Remote Working
  • Full Paraplanning & Compliance Support
  • Adviser Fees Covered


The Development Opportunities


This is an opportunity to own and run your own business. By owning your clients, you are set up for a ready-made exit strategy.

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