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Accountancy practice IFA

Posted 26 February by REED Insurance Easy Apply Featured Ended
Our client is a reputable regional firm of accountants and financial planners. They have a well established financial planning arm that has enjoyed great success over recent years. They deal with private clients, almost all with portfolios of in excess of £300,000 advising on pensions, investments and tax planning.

The accountants in the Yeovil office buy in to what financial planners do and are keen to begin referring more of their top clients. You would also be inheriting a small number of clients from a senior financial planner who looks after another local office, as he has too many clients to look after on his own and needs to hand some over. There are over 40 staff on the accountancy side, so a strong internal networker should have no problem gaining enough leads to write £200k+ in fee income.

You can expect an excellent basic salary, somewhere in the region of £50,000 - £65,000. They have a comprehensive benefits package and an extremely generous bonus (50% of all fee income generated after validation, which slightly less than 3 x salary) to be paid on top of the salary. Recurring income counts fully towards this, as will any income that you bring from your own clients, though this is not a necessity for the role.

Paraplanning and min support will be supplied by head office.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33553735

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