UA-185291695-1 IFA (Client Bank Provided), Jobs, 250

IFA (Client Bank Provided)

Financial Planner - South East England

Ref: 250Tuesday 12 October 2021

£60,000 - £80,000

IFA (Full Client Bank Available)
 
Surrey

About the role:

Working closely with the Managing Director, you will inherit their full client bank, whilst they look to develop New Business. All clients have investible assets of £1Million plus and require continued advice on:

 

  • Investment and portfolio construction
  • Cashflow planning and modelling
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Capital protection
  • Life planning and goal setting


 
A specialist Independent Financial Planning practice with a long-standing reputation in the market, are looking to scale and further grow their Advisory team.
 
You will be supported by a fully complemented Paraplanning team, that works closely with the IFAs to provide the best financial advice for their legacy clients.


Level 4 Diploma qualified with up to date SPS
Chartered Financial Planner or working towards
Proven experience writing significant levels of business