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IFA roles – HNW client bases to inherit – Guildford

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £50000 - £80000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    5 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


With two of their senior team members approaching retirement, this high-profile IFA firm in Surrey is looking to ‘pass the baton’ onto the next generation of advisers. Key to this succession planning is the recruitment of two new Financial Planners to whom they will transition their client bases.

Each of these new recruits will be given 60-70 high quality private clients, with substantial recurring income attached, providing a fantastic opportunity. 

The culture of this organisation is exceptional, as demonstrated by the longevity and retention of their staff, which is among the best in the industry.

In short, these are very rare opportunities within a unique firm. Call me for a confidential chat.