Private Client IFA

Posted 11 October by Ortus Psr
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A Chartered IFA Practice with offices in Central London and Surrey are currently expanding due to their continued success.

They are now seeking a Senior Private Client Adviser to join their team. The successful candidate will be given clients of a retiring IFA with a 12 month handover period and have full back office support, providing a bespoke financial planning service to UHNW clients.


  • Salary £60,000 DOE
  • Full client bank (many of these clients are in the north home counties and across East Anglia)
  • Fully remote working available
  • Full and comprehensive benefits package and commission structure
  • Personal development and training program

What is required?

  • You will be Chartered (APFS) or working towards this
  • Proven experience working within an Investments business

Reference: 43482691

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