Accountancy Practice IFA

Posted 6 days ago by Reed Insurance Easy Apply Featured
Our client is a small, award winning firm of accountants and financial planners in Cornwall. They are looking to employ an experienced adviser to help a Director manage a large client bank of high net worth individuals and small businesses. Between the Director and another Adviser, annual turnover is just short of £1m, with much of this recurring income, so as you'd expect, they are extremely well supported by a Paraplanner and team of Administrators.

A significant proportion of their clients are referrals from the accountants, though there are other introducers into the company as well as existing client referrals. While you do not need to bring much of a client bank with you, a proven ability to work well with introducers is preferred.

You must be level 4 qualified and ideally working or willing to work towards chartered status. A major attraction of this vacancy is that they would like to candidate to take over and have part ownership of the financial planning division within a few years. A salary of £40k - £60k (though possibly more if you have clients) is on offer, depending on your qualifications and experience, with benefits including 3% pension, 2 x death in service, and 25 days' holiday.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33877820

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