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Financial Planner, £40m of FUM to inherit

Job description

We are working with an existing national IFA business, who are looking for an experienced Senior Financial Planner to take over a £40m client bank from a retiring IFA. The ideal advisor will have strong experience of dealing with estate planning, other complex cases and will be either Chartered or working towards this. You will have full autonomy to manage your diary, ability to work from their office or from home. You will be operating in a grown up environment, managing yourself.

You will work with existing clients, with a view to retaining, developing and growing the book of business. Full admin and paraplanning support will be provided.

You will be remunerated with a salary of up to £75,000, 4,500 car allowance, 40% bonus on all new business, plus pension and benefits

Please contact Ricardo Manouchehri in confidence.

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