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.
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