IFA (existing client base) ...

IFA (existing client base) - Accountancy Practice

Job Title: IFA (existing client base) - Accountancy Practice
Contract Type: Permanent
Location: Reading
Salary: £40000 - £50000 per annum
Start Date: 2017-06-23
Reference: JTW/6854
Contact Name: James Woods
Contact Email:
Job Published: June 23, 2017 13:51

Job Description

YOU ARE:                            

A Financial Planner who enjoys servicing existing clients, rather than hunting for new business, who wants to provide independent advice in a professional environment

THEY ARE:                          

The Wealth Management division of ‘Top 20’ Accountancy firm looking for someone just like you to manage an active base of 80 wealthy private clients

THE FACTS:                        

Multi-Office Professional Services firm with 7 Advisers, experienced support team and a genuine focus on quality in everything they do

THE HIGHLIGHTS:            

1) Servicing role with no expectation to develop new business
2) Great clients – their wealthiest has £500M
3) Continual feed of new clients from accountancy partners

Can you see yourself in this role? If so, it would be great to talk to you.