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Financial Planner (IFA) - Accountancy Joint Venture

  • Location

    High Wycombe

  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £60000 - £70000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    8 months ago

  • Duration:

    0.0 MONTH

  • Expiry date:


  • Startdate:


  • Consultant:


A high quality, progressive Chartered IFA firm is looking to further expand its successful formal joint venture with one of the UK's Top 20 Accountancy Practices. 

As part of this they are looking to recruit a Financial Planner to spearhead and lead this relationship across three offices in Buckinghamshire. The role offers:

  • Access to a very high quality client base
  • Continual ongoing referrals from the accountancy business
  • Full autonomy and control over diary management
  • Career development opportunities going forward, with the future potential to build a team under you
  • Exceptional earnings potential

The partners of the accountancy practice are 100% behind the development of the JV, so much so that the majority are now personally clients of the IFA firm.
Suitable candidates will be at or close to Chartered Status and be accomplished advisers, preferably with a background in professional services environments.