North East (Sunderland & surrounding area’s)
Are you an experienced financial adviser looking for a unique opportunity to manage your own client book while also benefiting from inheriting additional FUM?
My client are currently seeking an experienced & motivated IFA to join the business on a self-employed based, this is a unique opportunity as one the IFA’s is looking to wind down & retire in the short term meaning there is the opportunity to service your own clients while also inheriting clients also from the book of business available.
Qualifications and Experience needed:
- Qualified to Level 4 Diploma in Financial Planning or equivalent.
- Proven experience as a Financial Adviser with a successful track record in business development & a transferable book of clients.
- Excellent knowledge of Investments, Pensions, Protection, IHT & Estate planning.
If you are an experienced, motivated and dynamic Financial Adviser who is ready to take on the challenge of servicing existing clients while driving new business, please apply now!