Financial Planner, clients provided

5 days left

Reed Insurance
02 Feb 2017
02 Mar 2017
Contract Type
Full Time
This position is ideal for a more junior IFA, with ambitions of running/ owning their own advisry business in the future. If you are bright and ambitious, please read on and feel free to give me a call with any questions that you may have. 

This is a top quality firm of advisers looking after some very prestigious clients. Between just two advisers they are looking after £80 million FUM but they only have just over 200 clients, meaning that their average client portfolio size is hovering around the £400,000 mark. They work very closely with a firm of solicitors and accountants who refer them regular, high calibre clients to service. They are looking for an ambitious junior adviser, probably from a paraplanning background to attend joint meetings with the director and be his personal support, getting involved in some of the more intricate cases that he works on and learning as you go. You will steadily be given clients from his own book, ready to take over within a 3 year period when he takes a step back to retire. They are keen to meet with bright individuals, who take an interest in world economics and want to achieve Chartered status. This is an excellent chance for someone who would like to advise high level clients, but needs developing into the role.

For more information, please contact Ben Clive.

0117 930 4820

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