Accountancy Practice IFA

Reed Insurance
16 Apr 2017
16 May 2017
Contract Type
Full Time
Our client is the IFA division of an established chartered accountancy practice in South Devon. They have a number of Advisers elsewhere in Devon and Somerset, and are specifically looking for an experienced IFA, ideally chartered or nearing level 6, to work from their expanding South Devon offices, specifically Plymouth. 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. Clients will generally have £200k+ 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 £40k - £60k per annum. This isn't a a targeted role, though you may still earn a small amount of bonus based on team performance.

Reed Specialist Recruitment Limited is an employment agency and employment business