IFA - Accountancy practice

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £45000 - £65000 per annum + Bonus + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1766_1559831374

  • Published:

    almost 2 years ago

  • Expiry date:

    2019-07-06

  • Startdate:

    ASAP

  • Consultant:

    #

One of the UKs foremost leading Accountancy practices currently have the requirement for an employed Financial Adviser. Due to a steady increase in business levels the company is looking to add an additional Financial Adviser to their team in Cheltenham.

The role will involve networking internally with the Accountants, helping them to spot business opportunities for you and pass you leads. The Financial Planning side of the business has been up and running for a long time now so there is a lot of Financial Planning business being passed across. The role does not require any existing transferrable client bank as plenty of clients will be available.

You will be responsible for providing high levels of service to the firm's clients both new and existing. The client is seeking to recruit an individual that has experience working within a similar environment. You must be Diploma qualified as a minimum but ideally will be Chartered or studying towards.

You will be supported by an in-house team of Paraplanner and Administrators.

This is a fantastic opportunity to join a growing business who put the client first. They will provide a competitive package and support to build your career within the company.