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Chartered Financial Planner - Substantial HNW Client Base and Accountancy Joint Venture, Devon

BWD Search & Selection
Posted 7 days ago, valid for 11 days
Location

Exeter, Devon EX4 2PL

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A national Chartered IFA practice is seeking an experienced Chartered Financial Planner in Devon.
  • The role involves managing a substantial HNW client base with over £80M AUM and an average client size of £700K.
  • Candidates must be experienced advisers, ideally at or close to CII Chartered Status.
  • The position offers a generous bonus structure and benefits from referrals through a joint venture with a local Accountancy Practice.
  • This high-quality business has been recognized multiple times as a Citywire New Model Adviser winner.

A national Chartered IFA practice are looking for an experienced Chartered Financial Planner to take over a substantial HNW client base (£80M+ AUM, with an average client size of £700K) in Devon.The successful candidate will also benefit from their formal joint venture with an Accountancy Practice in the region, which will provide new business referrals. This is an exceptionally high quality business, Citywire New Model Adviser winners on multiple occasions, and offers an extremely generous bonus structure.Candidates must be experienced advisers, at or close to CII Chartered Status. Get in touch for more details.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.