Chartered IFA: Senior Financial Planner with Portfolio Growth

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

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+.