Senior IFA

Oxfordshire

Ref. No 4033

Senior IFA Between Oxfordshire / London Fee based income as a self employed consultant with solid percentage mix bonuses and full admin support.

My client is one of the oldest established private financial services practices in the UK, based in Oxfordshire, and seeking an IFA to join the team as part of the company’s continuing development and succession planning programme. The position and the person are expected to develop to management level as part of this programme.

You will be highly qualified, self sufficient, experienced and fully conversant with all aspects of a first class, client orientated, financial services operation. You should be Chartered or well on the way to becoming so. You should have your own substantial, current client bank (circa £60k+ per annum), and will be naturally discreet, articulate and educated to degree standard or equivalent.

Finally, you will be enthusiastic, positive and perhaps looking for a place to develop your client and business management skills, to realise your potential and enjoy working within a team whilst contributing to the growth of the practice.

The Role

Apart from managing and further developing their own client bank, you will have the opportunity within 12 months of working with high net worth clients in the Home Counties and London and therefore you will need to be within easy access to both Oxfordshire and London.

You will be well qualified, with a minimum of FPC and ideally AFPC although the company fully support advisers continued development.

Ref: 4033

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