Specialist Pensions Adviser - Regional Accountancy Firm
SLM Search and Selection are currently working on behalf of the largest independent firm of Chartered accountants in Yorkshire with an established wealth planning arm and a history spanning over 140 years.
Their Leeds office are seeking an experienced and G60/AF3 qualified advisor to join their growing organisation as part of the Medical Services Team, dealing with both new and existing clients. With over 75 GP practices as clients and a number of dentist clients as well, their medical sector is currently expanding from South Yorkshire to Leeds, Bradford and York, and are therefore seeking a capable advisor to join them on this exciting business journey.
You will participate in developing seminars and presentations to attract new business whilst also providing a holistic, ongoing financial planning service to existing clients of the firm. The ideal candidate has previous experience working directly with medical professionals, though an astute technical knowledge of pensions is most important.