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Financial Planner - client provided!

Location: SWINDON, WILTSHIRE, UNITED KINGDOM Salary: 35,000-45,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 1 month ago Reference: X3-401245

My client is an established wealth management firm with an excellent reputation and millions of client assets under management based in Wiltshire. They currently seek an employed IFA to offer ethical, fee-based advice, and are able to provide a client bank and an excellent source of clients.


They have a 9 year old asset management proposition and an in-house investment team to manage funds. Pretty much all of their clients are HNW individuals with a few corporate clients, and on average have between £150k - £200k invested. They have a strong reputation in the local market.

This role is ideal for an existing Financial Adviser seeking a new opportunity in a friendly and supportive environment. You will be provided with a client bank and there is no demand for you to bring your own, and have designated administration and paraplanning support. Salary is negotiable but likely to be £40k - £45k dependent upon experience and qualifications with discretionary annual bonus dependant upon company performance and annual pay reviews. You will need to be an experienced Adviser, with up to date CAS and SPS. There is flexibility to work both from home and in the office.
 

To find out more about this opportunity, or any others that you require, please contact Katt O'Donnell at Reed Financial Services on katt.o'donnell@reed.com or 0117 930 4820. Thank you and all the best!

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