Independent Financial Advisor (IFA) – Level 4 or Level 6

  • Location

    United Kingdom

  • Sector:

    Technology

  • Job type:

    Permanent

  • Contact:

    Nick Gilmour

  • Contact email:

    ngilmour@reesmarx.com

  • Job ref:

    NG/VW/IFA/UK/07/20B

​​Title: Independent Financial Advisor (IFA) – Level 4 or Level 6

Location: London/ South East / Home Counties / South West

Role:

Our client is a medium sized IFA practice based in London, offering a wide range of services to clients in both the individual and corporate markets, with clients ranging from high net worth individuals to corporate markets.

Our client offers services including Wills, Trusts, Probates, Residential/ Commercial Mortgages, BTL Equity Release, FX Transactions etc. and is looking to further build their practice in the next 3 years.

They are looking to add to their team with individuals who will be ‘hunter/ farmer’ type personalities, who will be able to bring their own ‘book of business’ with them. Our client can offer a full support network, with one of the highest Paraplanner/ Advisor ratios in the industry.

Our client is not looking to acquire the employee’s book of business but will offer the opportunity to sell on retirement.

Required:

  • Level 4 or Level 6 qualification

  • Hunter/ Farmer personality. The employee will receive leads but must still have the ‘hunter’ attitude to develop their own business

  • Book of business to bring with you of £5m+

For full information and details please contact ngilmour@reesmarx.com  as soon as possible