IFA, Somerset

My client is an established financial services firm providing advice since 1975 looking for an IFA to join their team based in Somerset. There is the opportunity of taking over the management and ownership of the business in two to three years time.

The company has expanded steadily for more than a quarter of a century and now has more than one thousand private and corporate clients spread throughout the UK. The company has carefully assembled a small team of very experienced advisers who are dedicated to providing clients with the very best financial advice.

The advisers are able to help with most financial planning matters but each member of the team has been chosen primarily for their expertise and experience in the areas of investment and pensions.

The very latest technology is used to ensure that the team has access to all the information needed to provide the quality of advice on which the reputation of the company has been built.

They wish to continue to develop this team and wish to recruit a quality financial adviser who in two to three years time will be able to take over the management and ownership of the business.

Key Points
• Prestigious Company brand, established 1975
• Superb marketing material
• Help with developing professional connections
• Full admin support from qualified staff
• IT support, research tools and library

To apply for this position, please click here.