Established North Ireland financial planning firm looking to acquire

The Specialists in Financial Services Recruitment

Job Details

Established North Ireland financial planning firm looking to acquire Acquisitions
Reference ID: 959
  • Salary/OTE3 - 3.5 times your recurring income
  • Vacancy LocationNorthern Ireland
  • RemunerationSelf-Employed
  • RegionNorthern Ireland
Job description

Are you a Financial Advisor looking for an acquisition exit strategy with a highly successful financial advice business based in Northern Ireland?

The Company

This long-established financial services firm was established over 25 years ago and has developed an extensive client bank within a 35-mile radius of Belfast. With smart offices in Belfast and Ballyclare and a team of 22, our client were pioneers of moving to a fee charging environment within Northern Ireland and have substantial Funds under Management on their platform. They have built a respected reputation for offering a comprehensive holistic financial planning service for Mortgage, Pension and Investment needs. The firm has undertaken other successful acquisitions with a proven tested transition model to ensure clients receive excellent ongoing servicing.

Exit Strategy Option - Sell and Go

They are interested in acquiring Financial Advisors acting as sole traders or small IFA partnerships who are seeking retirement. You would benefit from a local financial planning business with the established infrastructure in place to seamlessly takeover the servicing of your clients; whilst benefiting from a capital event for your client bank.

Acquisition Option - Sell and Stay

If you are an existing Financial Advisor and own your client bank, you could receive a capital event for your clients and continue to work within a highly effective financial planning business. Through their established infrastructure, you would benefit from the compliance burden being lifted off your shoulders, backed by their dedicated Paraplanners and Administrators and be part of their positive team environment to share ideas.

Acquisition Option - Deferred Sale

A further option available is to join the firm with a deferred sale and purchase agreement in place. This would enable you to ensure optimum value is achieved during your period of deferment.

Value of your client bank

Circa 3 - 3.5 times your recurring income

This is an ideal opportunity if you:

  • Are looking for a local business based in Northern Ireland that has established offices in Belfast and Ballyclare
  • Want a fair price for your client bank
  • Only want to deal with a financially sound firm
  • Safe in the knowledge that the firm has successfully undertaken previous acquisitions

Locations

Northern Ireland

Call us now on 0208 0044 154 to discuss this further

Liability and Disclaimer

The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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