Wealth Planner / IFA : Accountancy Practice : Liverpool : to £60k basic + bonus + benefits
Your new company
Highly reputable accountancy practice has a new opportunity for an experienced IFA to join the financial planning arm.
Your new role
Providing independent financial advice to the firm's clients who are primarily high net worth individuals and business owners. Working closely with partners and staff within the practice. Own client bank not required. Administration and paraplanning support provided.
What you'll need to succeed
Proven experience as an IFA in a client facing role, strong technical knowledge particularly in pensions and investments, excellent communication and relationship building skills.
What you'll get in return
Highly competitive basic salary plus bonus and benefits. An excellent opportunity to join a leading firm.
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.
- Independent Financial Adviser
- Financial Adviser
- Wealth Adviser
- Financial Consultant
- Wealth Management Adviser
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