UA-185291695-1 IFA (Clients Provided), Jobs, 313

IFA (Clients Provided)

Financial Planner - Chelmsford, East England

Ref: 313Thursday 4 November 2021

Independent Financial Advisers based in beautiful green surroundings outside of Chelmsford are seeking an additional IFA to join the team.


They are a team of 26, with 6 Advisers currently managing c1,800 clients based around the South East.



Salary £35,000 (£50,000 OTE Year 1)


Clients Provided


Full Administration and Paraplanning Support


15% of new initial fees generated


15% of renewal for own clients


Minimum of 20 Platinum (Annual) Reviews to be completed each month, any additional reviews will be awarded a bonus of £25 per review.


Laptop, Mobile & Expenses covered