IFA

Recruitment Connection Ltd
Published
10th May 2022
Location
Epsom, Hybrid, United Kingdom
Job Type
Salary
From £55,000 inc car allowance + Death in service, Income Protection and a Pension Scheme and a generous bonus structure which will reward success.
Reference
5142
Region
South East

Description

IFA

Surrey based

From £50,000 + car allowance + Death in service, Income Protection and a Pension Scheme and a generous bonus structure which will reward success. Likely earnings of C£80k plus  

My client is a leading firm of Chartered Independent Financial Planners who have the expertise to offer a comprehensive range of investments and pension solutions for clients.

They are looking for an experienced IFA to provide on-going advice and support to approx. 150 of the company’s long established and wealthy clients.  You will be providing regular reviews and identify opportunities to gain top-up business to an existing client bank. You will need to be really good at building trust and used to providing financial planning advice to very wealthy individuals.

Key Requirements:

  • Experienced Adviser.
  • Have a positive sales manner, motivated and driven.
  • You should be technically competent and have experience of providing a broad range of advice and be able to build good working relationships with the company’s clients.

This is a great opportunity to join a leading firm, with an excellent reputation.

Ref: 5142

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