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IFA ( Employed) with Clients

Coast Specialist Recruitment
Posted a day ago, valid for 15 days
Location

Westerham, Kent TN161DE, England

Salary

£40,000 - £48,000 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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  • A highly reputable IFA is seeking an experienced IFA to take over an existing client bank from a retiring Wealth Manager.
  • The role involves servicing and expanding a large existing client base with support from a small administration team.
  • The company offers a flexible working week with condensed hours and a competitive salary ranging from £60,000 to £70,000 plus benefits.
  • An achievable bonus structure is in place to reward high levels of service provided by the IFA/Financial Planner.
  • Candidates must hold a minimum of a Diploma and have prior experience as a Financial Adviser/Planner.

A highly reputable IFA with a 1st class reputation are keen to appoint an experienced IFA.

The primary reason for appointment is to take ownership of an existing client bank from a retiring Wealth Manager.

There is a large existing client base to service and build upon, a small administration team and a collaborative and supportive approach to work. They operate a flexible working week with condensed hours.

In return there is a competitive package with a £60,000 - £70,000 plus benefits and an achievable and genuine bonus structure which is aimed at rewarding the IFA / Financial Planner for the high level of service required.

This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner.

Apply now in a few quick clicks

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.