IFA, portfolio of clients from retiring MD

Position: Employed IFA, portfolio of clients from retiring MD

• 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