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Financial Planner - client base to inherit, Chartered IFA

BWD Search & Selection
Posted 11 days ago, valid for a month
Location

Bishop's Stortford, Essex CM22 7DG, England

Salary

£40,000 - £70,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Salary: Competitive basic salary plus generous, formulaic bonus scheme
  • Experience Required: 2-5+ years authorised experience
  • Company: Dynamic, fast-growing, multi-office Chartered IFA firm
  • Location: Bishops Stortford office
  • Opportunity: Take over large client base, work with Head of Office, and be part of firm's growth

A dynamic, fast-growing, multi-office Chartered IFA firm are seeking an ambitous Financial Planner to join their new Bishops Stortford office. The firm has significant (non PE) backing from a successful European Financial Services firm who have big ambitions to become a major player in the UK market. Following the acquisition of a practice in the area, you will take over a large client base from two retiring Directors, and work with the Head of Office in building their local presence. The role would suit an ambitous adviser with 2-5+ years authorised experience, ideally with, or en route to, Chartered Status. The role offers a competitive basic salary plus a generous, formulaic bonus scheme, with no threshold. This is a superb opportunity to join a firm in growth mode, at an exciting time in their development.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.