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Benfleet
Financial planner
Financial Adviser - IFA

Financial Adviser - IFA

James Phillip Financial Recruitment

Posted 2 days ago, valid for 18 days

Benfleet, Essex SS7 2DE, England

Full Time

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Sonic Summary

James Phillip Financial Recruitment is seeking a financial planner for a local IFA brokerage in Hadleigh, Essex.
This employed position involves managing a client portfolio from a retiring adviser, focusing on existing high-net-worth clients.
The role is primarily office-based and is characterized as a 'farmer' type position, emphasizing client management over new business development.
Candidates should have significant experience in financial advising, with a salary range of £45k to £60k, potentially higher if bringing clients.
The position also offers bonuses and excellent benefits, supported by a strong business model with nearly £1 billion in funds under management.

James Phillip Financial Recruitment are working with a local IFA brokerage looking for a financial planner to join a unique local practice.

An employed position in a company that offer financial advice to a client base of HNW clients they are now looking for an experienced Financial adviser to join their team to manage a client portfolio from a retiring adviser. A 'farmer' type role looking after a client bank rather than 'hunting' for new business.

Mainly office based in a new refurbished office in Hadleigh, Essex.

As a long standing client of ours, they have a truly impressive business model which has nearly £1b FUM, backed with excellent support staff.

Paraplanning and Sales support provided so that you are using your time the best.

Salary £45k - £60k (higher salary if bringing clients) plus bonus plus excellent benefits.

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