Financial Adviser - IFA
James Phillip Financial Recruitment
Financial Adviser - IFA
James Phillip Financial Recruitment jobs

James Phillip Financial Recruitment are working with a local IFA brokerage looking for a financial planner to join a unique local practice.

An employed position in a company that offer financial advice to a client base of HNW clients they are now looking for an experienced Financial adviser to join their team to manage a client portfolio from a retiring adviser. A 'farmer' type role looking after a client bank rather than 'hunting' for new business.

Mainly office based in a new refurbished office in Hadleigh, Essex.

As a long standing client of ours, they have a truly impressive business model which has nearly £1b FUM, backed with excellent support staff.

Paraplanning and Sales support provided so that you are using your time the best.

Salary £45k - £60k (higher salary if bringing clients) plus bonus plus excellent benefits.

Skills
  • Adviser
  • Financial Planning
  • HNW
  • Paraplanning
  • Planner
Reference: 54826889
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