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Job description

A rare opportunity has arisen within this wealth planning firm with offices in central Glasgow.
We are looking for an experienced IFA to take over a fully established client bank.

The clients will require:

  • Investment and portfolio construction
  • Cashflow planning and modelling
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Capital protection
  • Life planning and goal setting

A specialist Independent Financial Planning practice with a long-standing reputation in the market they are looking to scale and further grow their Advisory team.

You will be supported by a fully complemented Support and Paraplanning team that works closely with the IFAs to provide the best financial advice for their legacy clients.

You will require Level 4 Diploma qualified with up to date SPS, preferably Chartered Financial Planner or working towards and have a proven experience writing significant levels of business.

In return you will receive an excellent salary and bonus package.

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