Employed IFA (clients provided)

Posted 9 October by REED Insurance
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My client is an established wealth management firm with over £120m of client assets under management. They currently seek an employed IFA to offer ethical, fee-based advice to their mostly high net worth client bank.

Neither of the 2 company Directors give advice any more and will introduce numerous affluent clients to you with relationships spanning 25+ years.
They have an 8 year old asset management proposition and an in-house investment team to manage funds.

Use First software.
Shares available and they want you to play an integral role in the company infrastructure, with potential to become a Director.
Use Transact platform but moving to DFM soon.

Pretty much all HNW individuals with a few corporate clients.

The role is ideal for an existing Junior IFA seeking a new opportunity, or perhaps a Paraplanner seeking their first IFA position. Salary is negotiable but likely to be £35k - £42k, with 5% non-contributory pension and generous bonuses. Financial support to chartered status will also be provided.

If you are looking for a long-term career move to an established practice with an excellent client bank and service proposition, please apply immediately.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34928684

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