Financial Planning - Chartered Accountancy joint venture

Exchange Street Financial Services
16 Mar 2017
15 Apr 2017
Contract Type
Full Time

Exchange Street is currently working with a highly regarded financial planning business with strong links to one of the UK’s leading accountancy businesses as they embark on a major growth plan for 2016. Offering bespoke fee based advice to a genuinely high net worth clientele this firm is considered a true market leader at the pinnacle of wealth management.

Following a significant expansion of the accountancy business, the financial services division has identified an opportunity to increase their presence throughout the UK with a focus on the West Midlands. This position will focus on developing close links with the accountancy partners to encourage new leads, whilst maximising relationships with the existing client base.

Applicants must hold the full Diploma in Financial Planning and have the Statement of Professional Standing. In addition, the successful candidate will likely have prior experience of advising within an IFA environment while a background working within professional practice or with professional introducers will be viewed very favourably.

In return the role offers an attractive salary package of c£45,000 with benefits and the opportunity to work in a thriving practice at the forefront of financial planning.