Operating as a “one man band” IFA this individual has grown a healthy client portfolio with many HNW cases throughout East Sussex.
As a part of a major UK network compliance oversight has ensured exemplary trade and levels of client service.
Clent numbers total 145 active cases managing c£36m of client monies which achieved recurring revenue streams of c£275k.
A natural crossroad has been reached where considerable investment would be necessary to fuel identified growth and service client numbers.
Rather than remain an AR, or progress along the FCA Directly Authorised route, a decision to join a larger Wealth Management firm has been made.
Market rate terms are reasonably expected for this clean and wholly compliant business.
The young adviser will look for employment terms consistent with usual industry metrics and an incentive scheme that will allow for the continued development of his existing and pipeline clients.Express Interest