Employed IFA (clients provided)

A well-established IFA firm in Marlborough has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals.

You will be responsible for both an active clients bank and for following up leads from other areas of the business. While advice will be across the board, it is essential that you are familiar with a range of retirement planning and diverse investment options. The vacancy is employed with an attractive basic salary. It is an office based position when you are not out visiting clients. 

You will have a proactive approach to both commission-based and fee-based advice and have a proven track record of success as an IFA. You will currently hold CAS and be diploma qualified. Although no client bank is required from the new IFA, you must be able to demonstrate that you can actively self-generate appointments.

In return for your expertise, an attractive base salary of up to 40,000 (with only 2.5 x salary to validate) is available for a suitable candidate with an excellent benefits package and OTE of circa 60,000 per annum. Superb IT and admin support is provided by this major IFA practice.