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Financial Planner - Taking over from a retiring IFA

  • Salary: Negotiable
  • Location: Bridgnorth, Shropshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    04 Dec 2020
  • Job reference: 33751d

It's every IFA's dream to take over from a retiring IFA business owner, right? These opportunities come up once in a while, right? You guessed what's coming next…….!

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 before setting off into the sunset.

It's a healthy client bank, with strong numbers (FUM and recurring) and long lasting relationships this IFA has built up over a long period of time.

Sound good? Please contact Ricardo Manouchehri for a confidential discussion.

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