Working in the Manchester office of a top 10 accountancy firm, this role offers a regular referral source for genuinely high net worth clients who understand the value of paying for professional advice. With most advisers qualified to chartered status and a highly experienced technical support team in place, this firm is considered a true market leader at the pinnacle of wealth management and can offer a salary package to attract the best.
Following a significant expansion of the accountancy business, the financial services division has identified an opportunity to increase their presence throughout the UK with a focus on the North West region. Working with the wider practice to generate referrals and maintaining established relationships with existing clients, the firm have stipulated that while they are obviously keen to recruit proactive individuals who can add value to the business they do not require applicants to bring a client bank.
Applicants must hold the statement of professional standing and level 4 diploma qualification as a minimum and ideally be chartered or working towards becoming chartered. In addition, the successful candidate will likely have prior experience of advising within an IFA environment while a background working within professional practice or with professional introducers will be viewed very favourably. This is a fantastic opportunity to work in a thriving practice at the forefront of modern financial planning.