Experienced Financial Planner - Client Bank Provided

  • Location

    Warwick, Warwickshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £60000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:


  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Consultant:


A leading National Wealth Management organisation currently requires an experienced IFA to join their Warwick office and take over an existing client bank. This organisation are well known across the UK and are highly respected. They have offices across the country and are a market leader in their sector.

Due to increased business levels over the past 18 months, an existing client bank has now become available and requires a confident, professional and highly experienced Adviser to take it over. As well as a HNW client bank you will be provided with leads on a regular basis from the professional introducers that work with the business. The clients and leads provided will provide around 50% of the revenue they expect the successful candidate to be able to produce, so this role is suitable for an experienced Adviser who is looking to grow their business and take their income to the next level.

Applicants will have 4+ years experience in the market providing advice to private clients, ideally in the Midlands. You will be given full study support to achieve Chartered status as well as a very rewarding and prosperous career.