Employed IFA, All clients provided, office/field based SERVICING!

Posted 24 September by Astral Recruitment

Our client is a specialist IFA firm and they are currently looking for an experienced Financial adviser to join the team

We are looking for an IFA to be based on the South Coast

For this role we need and experienced Level 4 Diploma person with a track record in FS

All leads and clients provided and you will be giving advice to existing clients managing a portfolio of 150 policy holders

This is not a new business role but very much geared towards servicing and maintaining your client base

Full paraplanning available

Base salary circa £40000 plus bonus and benefits including mileage

You can be based from home with 1 day access to the office

For more details please call Jason Webber at Astral

Required skills

  • Financial Planning
  • Investments
  • Pensions
  • IFA
  • dipfa

Application questions

Do you have Level 4 Dip?
Are you an experienced financial Adviser?
Do you hold CAS?

Reference: 40591632

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