Employed IFA taking over the running of an existing client bank
- Swansea, West Glamorgan
- £35,000 - £75,000 per annum, OTE
- 1 application
- Job type: Permanent, full-time
- Date:
- Reference: 22959676
Organisation Description
My client are a firm of Chartered Independent Financial Advisers with an exceptionally high ethical approach to client relationships and are committed to continuous professional development.
Many of the clients are referred to them through their relationships with accountancy practices and solicitors.
Job Description
This is a superb opportunity to take over an established and lucrative client bank mainly made up of HNW individuals and professionals.
This opportunity has been created due to the huge and continuing success of the company. The client bank is a couple of hundred strong made up of HNW individuals. professionals and company Directors etc with a large bias towards SIPP & SSAS clients.
Person Specification
You will be mininum of Diploma qualified and progressing/nearing towards Chartered status. You will have excellent working knowledge and experience within SIPP & SSAS clients and be at home advising HNW and professional individuals.
This opportunity is offered on an employed basis only with basic salary likely to be around £35k. Validation will be between 2.5-2.7x times with 40% on everything written above this.
The office and client bank is predominately based around Swansea so I am looking for someone based around West Wales or someone willing to commute.
Reed Specialist Recruitment Limited is an employment agency and employment business
My client are a firm of Chartered Independent Financial Advisers with an exceptionally high ethical approach to client relationships and are committed to continuous professional development.
Many of the clients are referred to them through their relationships with accountancy practices and solicitors.
Job Description
This is a superb opportunity to take over an established and lucrative client bank mainly made up of HNW individuals and professionals.
This opportunity has been created due to the huge and continuing success of the company. The client bank is a couple of hundred strong made up of HNW individuals. professionals and company Directors etc with a large bias towards SIPP & SSAS clients.
Person Specification
You will be mininum of Diploma qualified and progressing/nearing towards Chartered status. You will have excellent working knowledge and experience within SIPP & SSAS clients and be at home advising HNW and professional individuals.
This opportunity is offered on an employed basis only with basic salary likely to be around £35k. Validation will be between 2.5-2.7x times with 40% on everything written above this.
The office and client bank is predominately based around Swansea so I am looking for someone based around West Wales or someone willing to commute.
Reed Specialist Recruitment Limited is an employment agency and employment business
