Financial Services Professional
3 days ago
This employed, Independent Financial Adviser role presents a chance to join a boutique, IFA firm due to continued growth across the business.
About the Firm
Our client is a reputable, boutique IFA firm based on the Devon/Somerset border, open to considering Financial Advisers based in Devon or Somerset.
Key Responsibilities
- Manage a portfolio of approximately 100 clients, generating around £15m - £20m.
- Continuously develop and expand the client base, with a view to passing over other clients to new team members.
What We Offer
Upon joining, you will be provided with comprehensive training and support to ensure your success in this role.
Location
The firm is based on the Devon/Somerset border, making it an ideal location for Financial Advisers based in Devon or Somerset.
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