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