Financial Advisor

Reed Insurance
19 Mar 2017
18 Apr 2017
Contract Type
Full Time
Location - Sheffield 

Our client, a reputable chartered accountancy practice and financial planning company in Sheffield, has a unique vacancy for an employed IFA due to the current client bank being too large for the existing IFA in the office, as well as exciting growth plans over the next five years.

This employed role will be office-based with a reasonable amount of travelling around the Sheffield area. Most of your business will be investment and pensions based, both personal and GPPs. Many of these clients will be high net worth with £250k+ in assets.

The accountancy practice has hundreds of clients who don't yet receive financial advice from their IFA arm, so this represents a huge opportunity for an established IFA or someone who is at the early stages of their career.

It should be fairly easy to earn bonus in this position as validation is only 2 x salary.

You will work alongside an experienced Senior Financial Planner who had over 10 years' experience at a top 10 accountancy practice prior to joining this company.

Talented and ambitious, you will be diploma qualified as a minimum and ideally be at least working towards chartered status.

To begin with, there will be no paraplanning support so you must be willing to initially write repor ts as well as advise the accountants' clients.

In return for your expertise, an attractive basic salary of up to £50k is on offer, along with company pension, generous holiday allowance, and the provision of a client bank that can allow you to earn £60k - 70k OTE.

Please apply with an up to date CV. 

Reed Specialist Recruitment Limited is an employment agency and employment business