Accountancy Practice IFA

Posted 2 July by REED Insurance Easy Apply Featured Ending soon
Our client is the IFA division of an established chartered accountancy practice with offices across Devon and Somerset. They have a number of Advisers across the county, and are specifically looking for an experienced Financial Planner to work from their Exeter office, with some travel to north Devon. Arguably the most attractive aspects of this role are that there are no sales targets, and you do not require a client bank.

You will work closely with their Accountants to develop regular leads, as well as work from an existing HNW client bank. Clients will generally have £200k+ in assets, and will have relatively complex retirement planning, investment and tax requirements, hence the preference that you will have at least 1 of the AF papers.

Full admin and paraplanning support is provided, along with a salary range from £50k - £65k per annum, though potentially more if you can transfer some clients across. This isn't a a targeted role, though you may still earn a small amount of bonus based on team performance.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34130181

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