An exciting opportunity has arisen for an experienced IFA to join a boutique company based in new offices near Oxford Circus. The company specialise in providing tax planning to their high profile clients wanting alternative investments.  They wish to introduce these clients to financial planning so that the clients' every financial need is looked after.

The role will involve providing high profile clients with financial planning service to assist them in achieving their lifetime goals.  Experience of providing holistic financial planning to clients at a high and complex level and charging clients on a fee basis is essential.

The company is directly authorised by the FSA and will provide you with paraplanning and administration support including everyday assistance with research, report writing, dealing with clients and third parties. 

Gaining additional qualifications and further training will be encouraged to ensure personal development and keeping abreast of legislative changes.

If you are interested in this opportunity contact us quoting the title and reference number - Email us or call 020 7232 2225