Employed/Self-employed IFA - Taking over a portfolio worth £75k in Fees- NEW £100k OTE

Recruiter
Resource Matters Ltd
Location
Cirencester, UK
Salary
Competitive
Posted
14 Jun 2019
Closes
26 Jun 2019
Ref
1151053594
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Employed/ Self-employed IFA - Client Portfolio provided producing £75k in fees. Office or Home Based,

Our Client provides full holistic financial planning and wealth management services to HNW clients.

We are interested in hearing from top performing qualified financial advisors/IFA's or Wealth Managers who are looking to progress their careers and provide a holistic personal financial planning service to a portfolio of HNW clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of HNW clients provided, excellent processes and systems, research and your very own PA in place.

The Company offer an excellent package to accomodate employed or self-employed, portfolio of clients and your own Paraplanner.

To apply for this role, you must have:
  • The legal right to work in the UK
  • A demonstrable proven track record of consistent success within your current role
  • Full Diploma in financial planning
  • Evidence of commitment to previous employers

If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV in confidence. ref RH6592.

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