Firm of independent financial advisors, based in Baker Street, London W1 and work in close association with a long established firm of Chartered Accountants operating from the same premises who support the IFA practice in terms of client database, contacts, administration and generally.
The IFA practice generates income circa £115K-£120K from the existing client base. The practice has an administrator to assist the IFA.
The existing IFA is leaving and a replacement is being sought. The person should be qualified and able to offer advice in all related areas of financial planning to include pensions and investment. The IFA practice also undertakes life cover work, PHI, Key man, Critical Illness, IHT planning, assists with SSAS set up, advice, provide clients with valuations and source additional business from both existing clients and own contacts.
The firm are directly regulated, members of bankhall and use CCL back office system and synaptics analysis on exchange for life policies.
The prospective IFA should be able to operate autonomously with a view to developing the practice. The remuneration is negotiable with a share of profits generated and associated benefits.