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Independent financial adviser - Accountancy Joint Venture

Independent financial adviser - Accountancy Joint Venture

Posted 22 October by REED Insurance
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My client is made up of an established group of companies, offering a range of professional services to private and corporate clients across the country, with offices in Leicestershire, London, Glasgow, and the Midlands.

They have a long standing relationship with one of the country’s fastest growing Accountancy firms, who have a large presence in the West Midlands..

Due to the continued growth and development of the relationship and both firms in general, they have a requirement for an experienced Financial Planner to take ownership of this joint venture across the Midlands.

In the past 12 months the Accountancy practice was directly responsible for c£5m in referred business.

You will inherit a modest client bank of c£40,000 in recurring income and also be responsible for a small team of Advisers, so will ideally be experienced in management or supervision, however, this is not mandatory.

The salary on offer is up to £60,000 with a bonus on based on performance, the recurring income provided counts towards the target. With the amount of referrals available you have every chance of achieving bonus in year one.There is a team of BDMs dedicated to maintaining the relationship with the Accountants allowing you to really focus on looking after the clients.
Full Paraplanning and Admin support is provided from the Leicestershire head office, leaving you free to focus on growing the existing book of business by referrals and getting the most out of your team of Advisers.

If you would like further information on this role please apply or send your updated CV to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34990924

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