Employed IFA with Accountancy Firm - Central London

We are delighted to be working with one of the Top 20 National Accountancy Practices in the UK.  The company have a well deserved reputation for client servicing and are one of the accountancy firms with chartered status. They are currently looking for a qualified and experienced IFA for an office based position in their Central London office.

The company are looking for a qualified IFA with experience of working with HNW clients preferably in an accountancy based environment. You will be required to service an existing client portfolio and generate new business from the existing clients.  You will also be required to further relationships with the professional connections already used and develop new ones when appropriate. You will provide financial planning advice on the full range of products from the whole of the market and work on a compliant basis adhering to company policy on TCF.

They are looking for a diploma qualified individual, preferably chartered status with a good level of HNW experience, preferably in an accountancy or Private Banking background.  You must have experience of working an existing client portfolio and be used to providing financial advice at a technically high level.

The salary range is up to £42,000 depending on experience and qualifications plus bonus.

Please call now to find out more details.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 working days please assume that you have not been successful for the role you have applied for.