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Accountancy practice IFA

Location: SWANSEA, WEST GLAMORGAN Salary: 40000 - 50000 GBP Per Annum, OTE
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 3
Posted: 6 months ago Reference: 3085175
Our client is the IFA arm of a firm of chartered accountants in Swansea. They are recruiting an employed IFA to service an existing HNW client bank and follow up on regular leads.

- Salary range from £35k - £45k per annum plus bonuses based on fee income.
- Client bank to inherit. The outgoing Adviser wrote £150k in fee income last year and the Partners feel that, with the volume of leads provided, a proactive Adviser could write much more.
- Dedicated admin support.
- They are an AR of a small network with excellent back office systems and cash flow modelling tools in place.

- Experience of Clarity/Bluecoat/Finplan and Iris software would be advantageous.
- No need for you to bring clients but if you do, this could result in a higher salary.
- You must a diploma qualified, existing Adviser, ideally with AF3 / G60 and heading towards chartered status.

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