Employed IFA, Servicing an existing HNW client portfolio, National IFA

Astral Recruitment ,
Glasgow, City of Glasgow
Job Type: Full-time
Salary: £45,000 per annum

Overview

Our client is a successful established National IFA firm and are currently looking for an existing IFA to take over a client base The successful candidate will inherit a client bank of at least 100 clients, some existing and some recently acquired. Predominantly investment and pensions, and will be paying an ongoing advice fee of at least £1,000. We are, however, looking for an adviser with the skills and aptitude to develop business across all need areas with both new and existing clients. Recurring revenue in excess of £200,000 with the opportunity to increase this through identification of additional needs. We are looking for a successful Level 4 qualified adviser with a strong track record Base circa £45000 plus benefits and bonus ote £90000 For more details please call Jason at Astral