Our Client are part of an established accountancy practice in Exeter. Due to an extremely fruitful period of business in addition to an existing member of the team departing, they are now looking to add a new member to the Financial Planning team.
The new role will be to join their successful, busy advisor team, providing advice of a first-class client service to new and existing clients to generate, develop and retain business. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you are an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, whilst being given the tools to self-generate additional business.
What’s needed for me to be considered?
- Hold previous experience within an IFA / Financial Planning Practice
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth Clients desirable but not essential
- Competent Adviser Status (CAS) is essential
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner
- Existing Clients
- Financial Planning
- Independent Financial Advice
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