At a Glance
- Tasks: Manage a strong client portfolio and provide tailored financial advice.
- Company: Established IFA firm with a supportive and flexible work environment.
- Benefits: Competitive salary, commission package, and the option for remote work.
- Other info: Work closely with the MD and enjoy excellent support and growth opportunities.
- Why this job: Inherit a £45 million portfolio and grow your career in finance.
- Qualifications: Level 4 qualified or CAS holder with experience in financial advising.
The predicted salary is between 50000 - 65000 £ per year.
Our client is a successful and well established IFA firm in Godalming and they are currently in need of a full time Financial Adviser. This is a branch of a multi branch award winning IFA firm. You will inherit a strong client base and have flexibility to be both office and field based with the option once up and running to do 1-2 days from home.
This role not only comes with a strong client base but also full back up support. This is an independent adviser role so no restricted model and therefore the ideal candidate would come from a similar role. We need a Level 4 experienced adviser but the client is open to someone who is less experienced but will hold CAS.
You will be working with the MD as you gradually take over all the client portfolio. The portfolio is circa £45million FUM. Base salary, benefits and commission package. Immediate start potentially.
