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Optima Recruitment
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London, Greater London
Wealth Planning Advisor
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
Our client, a highly regarded financial services intermediary that has gone from strength to strength over the years, and is currently experiencing a period of growth, organically and by acquisitions, is looking for an experienced IFA, preferably of Charted Status to give advice to mostly HNW individuals, including business owners. This role is taking over an impressive client portfolio of an IFA who is relocating. The clients are well established, mostly coming up to retirement or post retirement. The portfolio generates recurring fees. The ideal applicant should be investment biased and have a wealth of experience of giving financial advice and strong relationships with clients, who are predominantly based in Surrey and London. This is an extremely rare, genuine and exciting opportunity. Salary & Benefits: Based in Croydon £50,000 plus bonus of 25-30% (over 2.5 x salary threshold) Pension Death in Service Subsidised mileage We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy. Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal.