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Senior IFA - Accountancy Joint Venture, Cardiff

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £60000 - £80000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    11 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


A fast-growing, entrepreneurial Chartered Financial Planning firm have recently signed a formal joint venture agreement with a national Accountancy Practice and are looking to recruit an experienced, ideally Chartered, Financial Planner to spear-head this relationship in South Wales.

Working with 5 accountancy offices in the region, you will work closely with the partners and fee earners to provide holistic independent financial planning advice to their clients.

This is an excellent opportunity, with the future potential to recruit a team around you when business levels dictate.  Furthermore, the role has all the benefits of working in-house within a professional services firm however because of the structure of the set up and remuneration package, earnings are likely to be much higher than when working within a wholly-owned subsidiary.