Wealth Adviser - Southern Home Counties

Starting around £65,000 + bonus - Financial Advice
Ref: 414 Date Posted: Monday 19 Nov 2018
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Position:                    Wealth Management Financial Adviser

Location:                    Surrey

Remuneration:           Basic from £65,000 + bonus

 

PrincipaI of a boutique, wealth management IFA practice, linked to a firm of Chartered Accountants, is retiring & they need to recruit an experienced IFA to take over & manage their client bank – a “farmer” rather than a “hunter”. Absolutely no requirement to bring clients. Full admin & paraplanning support is provided.

This will be an employed/salaried role, with salary of £65K or upwards of this, according to experience & qualifications, plus bonus & benefits. There may also be the possibility of share ownership in the future.

Minimum requirement is level 4, but Chartered status would be preferred.  Experience of advising on investment and tax planning matters essential, as is dealing with HNW clients.

For additional information please contact David Hill at david@keillar.com , or call 0797 999 6365 .