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Independent Financial Adviser, Nottingham

Independent Appointments
  • GB - Nottingham
  • Negotiable
  • Full-Time Permanent
  • Financial Services - Accounting
  • Independent Appointments
  • 30-04-08

Job Description

A new vacancy for an IFA to join a well established Nottinghamshire firm. You must have relevant experience and hold the full FPC or equivalent.

Job Profile
A well established Nottinghamshire firm specialising in providing advice on SSAS and investments to high net worth individuals and owner managers are looking for an employed IFA to cover the Nottingham region. You will be responsible for providing advice covering retirement planning which will include; SSAS, SIPP’s, Drawdowns, and transfers. You will also be technically involved within IHT dealing with Trusts and estate planning. You will be based in their Nottingham office will full administration and paraplanning support provided. This is an extremely technical role and would suit an already experienced Consultant who is very good at presenting and is very technical minded specifically within Pension planning, Trusts and IHT. Our client offers an excellent employed package with uncapped earnings together with company car, petrol, laptop, mobile and benefits.

Applicant Requirements
It is essential that all applicants applying for this vacancy should be an already experienced Consultant within the Pension and IHT field. You will have a good track record and have the ability to deal with HNW clients. You will be very technical minded and enjoy the aspect of problem solving. Full FPC or equivalent is essential together with CAS status.

Company Profile
A well established Nottinghamshire firm specialising in providing advice on Small Self Administered Schemes and investments to high net worth individuals and owner managers.

  • Jennifer Brophy
  • 36249