Employed IFA Opportunity - Joint Venture with Chartered Accountants - £60k + bonus

Posted 1 week ago by REED Insurance Easy Apply Featured
If you are considering a new position in the new year, I have an excellent opportunity available in Chelmsford.

The role is with an established firm of Financial Planners with offices across the country, they have a long standing joint venture with a national firm of Chartered Accountants. Due to the continued success and growth of the relationship they have a requirement for an experienced Adviser to work from their Chelmsford office and build relationships with the Accountants who are based in Amersham.
The two firms are fully integrated with some senior partners being on the board of both businesses.

You will benefit from a handover from existing Advisers and will be allocated a significant book of active clients from day one.
The role is employed, paying a basic salary of up to £60,000 (in exceptional circumstances potentially more)

It comes with an excellent benefits package and rewarding bonus scheme which is paid quarterly, with the clients on offer you have every chance of earning bonus in year 1.

You will receive a dedicated PA and access to a qualified and experienced team of Paraplanners, leaving you free to focus on the clients provided and building strong relationships with the Partners of the Accountancy practice.

Ideally you will be a Chartered Financial Planner or working towards the qualification, G60/AF3 or equivalent would be especially useful as the role involves a large amount of work with Pension products.

If you have previous experience in working with Accountancy Partners that would also be an advantage.

Clients are not required due to the nature of the opportunity, but a strong track record of fee income production is expected.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34841241

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