Accountancy Practice IFA
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
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