Employed IFA, Client Base, Retiring IFA

Astral Recruitment; Godalming; Hybrid; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Base salary

Benefits

Commission package

Job summary

Astral Recruitment is helping a successful IFA firm in Godalming recruit a Financial Adviser. You will inherit a strong client base with flexibility to work from the office or in the field, backed by full support. This is an independent adviser role with no restricted model, ideal for someone from a similar background.

We are seeking a Level 4 experienced adviser; CAS holders are welcome to apply. You will work with the MD to gradually takeover the client portfolio, currently around £45million

Qualifications

• We require a Level 4 experienced adviser, or someone with CAS.
• Independent adviser role with no restricted model.
• Ideal candidate from a similar adviser background.

Responsibilities

• Inherit a strong client base and transition under the MD.
• Take over the client portfolio gradually.
• Work with flexibility: office and field based.

Skills

Level 4 adviser

CAS qualification

Independent adviser

Education

Level 4 qualified adviser

CAS

Job description

Our client is a successful and well established IFA firm in Godalming and they are currently in need of a full time Financial Adviser

The is a branch of a multi branch award winning IFA firm

You will inherit a strong client base and have flexibility to be both office and field based

This role not only comes with a strong client base but also full back up support

This is an independent adviser role so no restricted model and therefore the ideal candidate would come from a similar role

We need a Level 4 experienced adviser but the client is open to someone who is less 3experienced but will hold CAS

You will be working with the MD as you gradually take over all the client portfolio

The portfolio is circa £45million FUM

Base salary, benefits and commission package

Immediate start potentially