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Date Added: Mon 25/04/2022

IFA

East Molesey, UK
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Company: OPTIMA RECRUITMENT

Job Type: Permanent, FullTime

Salary: £50000 - £70000/annum 5-25% bonus

IFA

An excellent opportunity has arisen for an experienced Financial Adviser for a well-established IFA practice based in East Molesey, Surrey.

Job Description:

* Working within an experienced team, given advice to an array of clients, Surrey & London based

* Advising on pensions and investments; taking over a portfolio of clients as well as establishing new relationships from referrals/recommendations

* Private wealth clints and SMEs

* Client meetings will be held in office, remotely or externally

* Full paraplanning and administration support will be provided

Person Specification:

* An experienced and qualified Adviser, level 4 Diploma as minimum

* A self-starter who is motivated and has experience of strong client relationships

* IFA background, however candidates from Bancassurance or Provider will be considered

* Consultative manner (not a sales person) with an exceptional compliance record

Additional Information:

* East Molesey/hybrid working

* Basic salary of £50-£70,000 + bonus (between 5-25% of basic salary)
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