Financial Adviser - Croydon - Access to 17,000+ database of potential clients - Generate new business and earn well from it (OTE £100k+)
A key client of mine who I have met and worked very closely with over the past 3 years are an award winning Chartered IFA business with a very ethical and values driven culture and ethos. I have placed 5 staff into the business, and they are looking to expand their team with a brand-new Adviser. The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to families, retirees and some City professionals. Many of their cases fall into the UHNW category and receives a bespoke investment proposition. They pride themselves on offer the highest quality service and generate new business through recommendation and referral. They offer advice on pensions, investments, tax planning, retirement planning, protections, and esoteric investment schemes such as VCT/EIS/SEIS. A new venture within the business has been set up following an acquisition.
My client has acquired a business providing basic pension advice to a database of 17,000+ clients from the creative industries. Research and analysis has indicated that a substantial number proportion do not take holistic advice and should they been approached by a competent Adviser they would engage with them and wish to take advice on their investments, tax planning, IHT planning, retirement pl...