Employed IFA role with client bank up to £20m

£50,000 - £59,999
21 Nov 2019
23 Nov 2019
Contract Type
Full Time
I am currently recruiting for an excellent Employed Financial Planner opportunity at a prestigious, fully independent and directly authorised IFA firm in Torquay!

This is a rare opportunity, where the successful candidate will look to inherit a client bank up to £20m FUM and £100k in recurring income. The clients are based predominantly in South Devon, Torbay and Cornwall, therefore a candidate based in either of these locations would be ideal. You will enjoy the support of a designated Administrator and an in-house compliance function. In addition to the client bank, you will enjoy a regular flow of leads from Accountants and Solicitors. There will be an expectation and incentive to focus on new business opportunities too, therefore would be suitable for an individual with existing relationships or the drive to create opportunities!

The firm are established and have been in business for nearly 50 years, with a high retention of staff and an excellent reputation in their local area. They are able to offer a salary up to £55k dependent upon experience, plus a competitive benefits package and on-site parking allocated. A competitive bonus scheme is in place based upon both new business and ongoing.

The ideal candidate will be an experienced Adviser, with CAS and a minimum of the Level 4 Diploma. They are more than happy for the individual to work from home, and give you the autonomy to manage your own schedule whilst enjoying an office base when required.

This is an excellent and particularly rare opportunity for the right candidate who is looking to and work in a supportive, client centric environment. To find out more about this opportunity, please send apply on the link below or call Katt O'Donnell at Reed on .