Directly authorised and well-established IFA firm looking to acquire IFAs in the South East with a tried and tested model

The Specialists in Financial Services Recruitment

Job Details

Directly Authorised IFA business looking to acquire firms with 5m to 20m FuM in the South East of England Acquisitions
Reference ID: 1552
  • Salary/OTEHappy paying 3.5 to 4 times recurring income with a payment structure over 2 years.
  • Vacancy LocationLondon, Essex, Suffolk & Norfolk
  • RemunerationSelf-Employed
  • RegionSouth East
Job description

Are you an IFA based in London or East England looking to retire and sell your client bank to a well-established firm?

Sell and retire – acquisition option

This option would suit Financial Advisors with £5m to £20m FuM considering retirement and would like to handover clients to an experienced IFA for ongoing servicing.

The Company

Our client is a Directly Authorised, Independent Financial Advisory firm managing £27m Funds under Management. They have been established for 10 years and are looking to grow through Acquisitions with their short-term goal being to reach c£40m FuM.

Acquisition Deal Value

Happy paying 3.5 to 4 times recurring income with a payment structure over 2 years. They are open to both asset and share purchases.

IFA Client Bank Criteria

  • Would consider firms with £5m to £20m FuM
  • Ideally located in London or East England

Financial Advisor Client Acquisition Benefits

  • Fully independent firm with open architecture
  • Competitive multiple of recurring income
  • Existing charging structures will be retained during the deferred buy-out period
  • Deals are non-contingent of moving client to a centralised investment proposition

Locations

London, Essex, Suffolk & Norfolk

 Call us now on 0208 0044 162 or click Apply  

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