Chartered IFA required

Astral Recruitment; Telscombe; On-site; GBP 68,000 - 83,000; Full time

Job summary

Astral Recruitment's client, a multi-branch Chartered IFA practice in the UK, seeks a Chartered or near Chartered IFA to join the team.

The role targets an experienced financial adviser with planning expertise including trusts, IHT, EISS and VCTs, plus standard retirement and investment advice.

You will inherit a substantial client portfolio and receive full admin and paraplanning support from day one; base circa £75,000 plus benefits and bonuses, with OTE £100,000+.

Responsibilities

• Inherit a great portfolio of clients and be supported by admin and paraplanning from day one
• Provide retirement and investment advice including Trusts, IHT, EISS and VCTs
• Work within a market-leading Chartered IFA business

Job description

Our client is a multi branch Chartered IFA business and they are currently in need of a Chartered or near Chartered IFA to join the team

This role is geared towards an experienced financial Adviser with good overall planning ability including subject areas like Trusts, IHT, EISS and VCT's together with standard retirement planning and investment advice

You will inherit a great portfolio of clients and be given full admin and paraplanning support from day one

The client offers a generous base circa £75000 plus benefits and bonuses and even compliance bonuses ote £100000+

This is a great role for an experienced Financial Planner looking to be part of a market leading Chartered IFA business