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IFA : Accountancy Practice

Posted 7 March by Hays Specialist Recruitment Limited Easy Apply Ended

IFA (Employed) : Accountancy Practice : Cheshire : to £50k + bonus + benefits

Your new company
Well established accountancy practice is seeking to appoint an experienced IFA to join their financial planning business to service an existing client base and drive forward their financial planning arm.

Your new role
Working alongside an existing adviser looking to retire, servicing and continuing to develop a very good quality client base of high net worth individuals and corporate clients. Own client bank, whilst welcome, is not a requirement. Full administration and paraplanning support provided.

What you'll need to succeed
Essential to have proven experience as an IFA, minimum Level 4 Diploma and CAS status. You will also have strong technical knowledge, the ability to deal with more complex financial planning, an advice-based approach ensuring clients receive best advice tailored to their needs, excellent communication and relationship building skills.

What you'll get in return
In addition to a competitive basic salary, rewarding bonus structure and full administration/paraplanning support, this is an excellent long term career opportunity for an experienced adviser with an entrepreneurial approach to join a highly reputable firm.. In addition to having a good quality client bank to work with which generates good levels of recurring income for you to benefit from, you will be working with professional introducers who are used to identifying financial planning opportunities.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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Required skills

  • IFA
  • Financial Planner
  • Financial Adviser
  • Wealth Adviser
  • Wealth Management Adviser

Reference: 34626815

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