Financial Planner - Client bank provided

Posted 20 June by MB Fitzgerald Easy Apply

A leading Wealth Management organisation currently requires an experienced IFA to join their Guildford office and take over an existing client bank. This organisation are well known across the UK and form part of a much larger insurance business, they have offices across the country and are a market leader in their sector.

Due to increased business levels over the past 18 months combined with a recent retirement, an existing client bank has now become available and requires a confident, professional and highly experienced Adviser to take it over. As well as a HNW client bank you will be provided with leads on a regular basis from the professional introducers that work with the business. You will be required to generate new business from time to time although a client bank and the majority of leads will be provided.

Applicants will have 4+ years experience in the market providing advice to private clients, ideally in the South West of England. You will be given full study support to achieve Chartered status as well as a very rewarding and prosperous career.

Reference: 33228003

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