Financial Planner - Accountancy Practice

MB Fitzgerald
29 Mar 2019
28 Apr 2019
Contract Type
Full Time

A leading Wealth Management business with multiple offices in the UK currently requires an experienced IFA to join their South-West office close to Cheltenham and take over an existing client bank.

Their current requirement is for an experienced Financial Adviser to join their business to service a client bank which is being left by an existing Adviser who is retiring from the industry. This Adviser has had a long and prosperous career, as a result he is leaving a client bank of over £20M AUM which produces over £450,000 in new business and recurring income per annum. On top of the client bank you will be given sole access to one of the businesses top professional introducer connections in South-West, a large accountancy practice. This is a very rare opportunity to join a leading business that is offering a large client bank which will pretty much make an Advisers career. In return for this exceptional client bank, the employer is seeking a highly experienced Adviser with a number of years in the market. They require a person who has experience dealing with HNW clients and producing figures in excess of £150,000 per annum.

Applicants will have 4+ years’ experience in the market providing advice to private clients, ideally in the South and East of England. You will be given full study support to achieve Chartered status as well as a very rewarding and prosperous career.

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