IFA, portfolio of clients from retiring MD
Listed on 2026-10-04
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Finance & Banking
Financial Advisor / Consultant
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 with the option once up and running to do 1-2 days from home
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 experienced 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
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