IFA - Existing Client Base (C. £80K recurring)

MI Search Ltd
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

This highly regarded national chartered IFA practice are currently searching for a Financial Planner / IFA to take over an existing client portfolio which is generating over £80,000 fund based renewal / recurring as part of their ongoing expansion plans across the South East of England.

Our client is looking for an ethical IFA who focuses on the needs / goals of clients and builds holistic financial plans in order to achieve these. In addition to managing the existing portfolio they are looking for someone who can grow and develop this through identifying new client opportunities, networking, referrals and establishing professional introducer relationships. Please note there is no expectation for you to bring clients. The role is home based offering a salary up to £40,000 + bonus (3 times validation which will include the recurring income given) + benefits.

The successful candidate will be diploma qualified and keen to further develop their knowledge / qualifications. You will have excellent communication skills and be self-motivated. Previous IFA experience is desirable but not essential.