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Financial Advisor, £150k to inherit

  • Salary: £50000 - £55000 per annum + bonus, pension
  • Location: Dudley, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    12 May 2021
  • Job reference: 35622c

Picture this, you are the sole Financial Advisor in a small, but very well established business who specialise within the insurance market. This business has 10 members of staff and over 300 active clients on the insurance side and are made up of small and large international brands. Stay with me, you will take over from the current advisor who is retiring towards the end of this year, who will complete a full hand over and get you introduced to your new portfolio of clients.

So to recap:

  • You will have 10 members of the team who will act as introducers to you
  • Nearly 300 live business's to tap into
  • An opportunity to take over from a retiring Advisor, who will hand over a client bank made up of long standing relationships

Not bad so far if I say so myself!!!

The client bank is made up of Business Owners, senior figures and Corporate Directors. If you have a good level of experience as an Advisor and still have the drive and ambition to grow and develop an existing client bank then please contact Ricardo Manouchehri.

This is a great opportunity for an IFA to put their own stamp on things, operate in a grown up environment and really tap into something that has huge potential.



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