Career and Exit opportunities
Join
the winning team
Due to continuing
development we are keen to identify additional advisers and support
staff to help us maintain the high standard of service that our
clients expect.
If you would like to join
a dynamic, enthusiastic and friendly team, Business and Personal
Investment could be just the company for you. We are looking for
people with all levels of experience to join us as:
-
Advisers – we are looking for recruits with at least three years’
experience of advising individual or corporate clients, holding
the Certificate in Financial Planning and ideally studying for
additional qualifications;
-
Paraplanners – we are looking for people with a basic
understanding of financial services, including mortgages who are
able to assist more experienced advisers in undertaking research
and preparing reports, who may also wish to progress to adviser
status, in due course;
-
Support staff – we are keen to recruit additional administrators
who can assist the team with ensuring that all clients receive a
“gold standard” service.
If you feel that you are
the sort of person who is willing to work hard for suitable rewards,
then please contact, in the first instance,
Nigel Copperwheat attaching a copy of your latest CV.
No agencies.
Looking
for an exit strategy…
…or simply to grow your business cost-effectively?
We recognise
that there are a number of IFA firms seeking a development
strategy that guarantees their clients a high level of service
long into the future, whilst allowing the principals of the firm to
retire within the foreseeable future.
There are
others who wish to expand, but do not have the internal resources
necessary to do so cost-effectively.
As a fast
growing practice with dynamic expansion plans of our own, we are
pleased to offer IFAs the opportunity to join us both with a view to
growing their business and also in order to provide a “safe exit
strategy” which ensures their clients will be properly looked after
long after they have retired.
We will
acquire your client bank on terms that allows you to continue to
participate in servicing your clients either for the long term, or
during a hand-over period that allows you to plan your retirement
with minimal disruption to them.
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How it might work
George Williams was 59, when he approached us
with a view to us taking over his client bank, so that they
could continue to benefit from independent advice. He was then
generating £25,000 in fund based commission plus some £2,500 a
year from home insurance business.
We paid George £50,000 (twice his fund based
commission) immediately, taking over his client bank. Working
under our umbrella George wrote £40,000 worth of new fees and
commission business, of which he was paid 50%, whilst
personally introducing his clientele to our Principals. A year
later we paid him a further £25,000 plus £5,000 (twice the
home insurance commission), enabling George to retire at 60. |
If you are interested in
finding out more about how you could benefit from working with us,
please contact
Peter Fulcher.
