IFA/Principal + Business for Sale - ALL leads provided - Wells based firm
Location: Wells - Somerset
Salary: £50K - £100K
Issued: 24 January 2012
Job Reference Number: MI0120124
As the principle is looking to retire, he is now looking to pass his business on to another IFA with the business turnover in excess of £130,000 in new business
Our client is a 2 man IFA firm with premises in central Wells with a reputation for sound, generalist advice.
As the principle is looking to retire, he is now looking to pass his business on to another IFA with the business turnover in excess of £130,000 in new business.
He is looking for a staggered exit payout from the current business, which does require some streamlining, and to act in the future as an introducer only for future clients.
The current business has one active high end estate agent introducer, a healthy General Insurance book, and fully serviced offices in central Wells.
Our client is open to discussion about how best to facilitate a staggered exit, and we would like to invite initial enquiries for this role.
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If you are interested in this role or any others that we have available email aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference number. Call Aaron Rowsell on 0113 239 5315 or 07920 060258 (for enquiries after 5pm weekdays) |
