Employed IFA with recurring income to inherit/clients provided

Paul Charles Recruitment Ltd
Norwich, Norfolk
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

A fantastic opportunity has just arisen for an experienced IFA to join a leading financial planning, advisory and asset management firm based in Norwich. This is a super firm, with an excellent pedigree and we have worked with them over the last 13 years and have seen grow steadily into the respected firm they are today.
This position is for an IFA who has an all-round experience within the independent marketplace, but who also has a thorough understanding of IHT planning and practices related to this.
There is no requirement to bring a client bank as this position has become available due to a longstanding member of the team embarking on retirement - so a full client portfolio will be provided as will the opportunity to attend business development meetings, marketing meetings all arranged by the firm. The idea is to have a period of handover.
You must be Diploma qualified, but preferably working towards or have a genuine desire to work towards Chartered status.
This is a superb position and as such offers an experienced highly polished IFA the opportunity to further their career - work within a highly personable firm and receive an excellent remuneration package consisting of a genuine basic salary to £45,000, bonus potential, company car allowance, 25 days holiday, flexible working, pension contributions and health care.