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Financial Planner

  • Salary: £50000 - £60000 per annum + benefits package
  • Location: Reading, Berkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    09 Dec 2020
  • Job reference: 34937a

It's every IFA's dream to take over from a retiring IFA business owner, right?

I have an opportunity for an experienced IFA/Financial Planner to take over from a retiring IFA and would ideally like to have this person in situ by the end of March / April 2021. The business owner will do a hand over with you for the remainder of the year.

Keen to speak with Financial Planners based in Buckinghamshire/Berkshire/Surrey to cover the M3/M4 corridor.

  • Inherit a client portfolio of c£35-£40m FUM
  • Full admin and paraplanning support
  • 35% bonus above validation
  • Market leading, acquisitive firm who are on a fast growth trajectory
  • Flexible working
  • Competitive salary and benefits

Please contact me for a confidential discussion.

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