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 IFA - Accountancy

Job Type: IFA
Industry Sector: Pensions, Investment, Protection
Location: Yorkshire/Humberside
Salary: £30,001 - £40,000
Qualification: FPC1, FPC2
Recruiter: Exchange Street Financial Services

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Job Description

Exchange Street are currently working with one of the UK’s most successful chartered accountancy businesses, who are looking to recruit an experienced independent financial adviser within one of their regional branches.

With a strong presence in the area and a loyal high net worth client base, this is an ideal opportunity for a consultant with previous experience of complex financial planning to join a business that offers the challenges and earnings potential of a thriving business. Advice will focus on investment planning (onshore & offshore), specialist pensions such as SIPPs and tax mitigation. The position is well supported in terms of lead generation and existing business, while one-to-one paraplanning assistance affords the adviser time to spend on core relationship building and sales activity.

The successful applicant will be fully FPC qualified and currently authorised to provide a full range of financial advice. It is also expected that candidates will have begun to undertake or be willing to study advanced qualifications befitting the professionalism of the firm.

Our client can boast of a very profitable financial services division with average production at the firm far in excess of the majority of advisers at other accountancy based organisations. This leads on to some of the best earnings in the market.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.


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