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Employed IFA required Wealth Management IFA, Client portfolio

Astral Recruitment
Posted 23 days ago, valid for 5 days
Location

Midhurst, West Sussex GU299HL, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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Sonic Summary

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  • Our client is a well-established IFA firm located in Sussex and Surrey, seeking an experienced IFA to join their team.
  • The position is for an Employed Financial Adviser with an award-winning firm managing over £2 billion in funds under management.
  • Candidates must be a Level 4 Adviser with experience dealing with high-net-worth clients.
  • The role offers a competitive base salary of up to £65,000, along with benefits and bonuses depending on experience.
  • The position involves a mix of home and office work, where the successful candidate will manage and service an existing strong client portfolio.

Our client is a successful and established IFA firm based in Sussex and Surrey and they are currently looking for an experienced IFA to join their team

This is for the role of Employed Financial Adviser working with an award winning Sussex based IFA firm with over £2billion FUM

We are looking for an experienced Level 4 Adviser who is used to dealing with HNW clients and therefore the client is happy to offer a base salary up to £65000 plus benefits and bonuses DOE

The role will be a mix of home and office based where you will inherit a strong client portfolio

The role is to manage and service the client base

For more details call Jason at Astral

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.