- Posted 21 February 2022
- Salary£65000 - £75000 per annum + Excellent benefits package
- LocationGlasgow
- DisciplineFinancial Services
- Expiry 01 June 2022
- Reference37108_1645452526
Consultant
IFA with Full Client Bank
Job description
A rare opportunity has arisen within this Chartered 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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