Accountancy Practice IFA - client bank to inherit

Reed Insurance
Truro, Cornwall
14 Jul 2017
13 Aug 2017
Contract Type
Full Time
Our client is the IFA division of an established chartered accountancy practice in Cornwall. They have a number of Advisers elsewhere in the South-West, and are specifically looking for an experienced IFA, ideally chartered or nearing level 6, to take over a client bank and work from their expanding Cornwall office. Arguably the most attractive aspects of this role are that there are no sales targets, and you do not require a client bank.

You will work closely with their Accountants to develop regular leads, as well as work from an existing HNW client bank which you will inherit from an experienced Chartered Financial Planner. Clients will generally have £250k+ in assets, and will have relatively complex retirement planning, investment and tax requirements, hence the need to have at least 1 of the AF papers.

Full admin and paraplanning support is provided, along with a salary range from £50k - £55k per annum. This isn't a a targeted role, though you may still earn a small amount of bonus based on team performance.

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