Wealth Adviser/IFA : Accountancy Practice

Posted 10 January by Hays Specialist Recruitment Limited
Easy Apply

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.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Required skills

  • IFA
  • Independent Financial Adviser
  • Financial Adviser
  • Wealth Adviser
  • Financial Consultant
  • Wealth Management Adviser

Reference: 37002052

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job