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Accountancy Practice IFA

Location: TAUNTON, SOMERSET Salary: 50000 - 80000 GBP Per Annum, OTE
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3088173
Our client is the IFA division of an established chartered accountancy practice in Somerset. They have a number of Advisers elsewhere in the South-West, and are specifically looking for an experienced IFA, ideally chartered or nearing level 6, to take over a client bank and work from their expanding Taunton office. Arguably the most attractive aspects of this role are that you do not require a client bank, and will be kept busy by the circa £10m in FUM you'll be given, along with regular, qualified leads. There is a genuine opportunity to become a Director of the business within 2-3 years as well, with 2 current Directors due to retire within that period.

You will work closely with their Accountants to develop regular leads, as well as work from an existing HNW client bank which you will inherit from an experienced Chartered Financial Planner. Clients will generally have £250k+ in assets, and will have relatively complex retirement planning, investment and tax requirements, hence the need to have at least 1 of the AF papers.

Full admin and paraplanning support is provided, along with a salary range from £50k - £65k per annum. This isn't a heavily targeted role, though you will earn bonus of around £20k per annum based on individual and team performance.

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