Key Responsibilities:
- Provide holistic financial planning advice to private and corporate clients
- Manage and develop your existing client relationships
- Work closely with the accountancy partners to generate new referrals
- Build long-term relationships with professional introducers across the accounting and legal part of the business
- Deliver tailored financial planning solutions across a range of client needs
Advice Areas May Include:
- Provide holistic financial planning advice to private and corporate clients
- Manage and develop your existing client relationships
- Work closely with the accountancy partners to generate new referrals
- Build long-term relationships with professional introducers across the accounting and legal part of the business
- Deliver tailored financial planning solutions across a range of client needs
What’s on Offer:
Ability to transfer and manage your existing client bank
Strong referral opportunities from an established accountancy practice
Full paraplanning and administrative support
Access to affluent private and corporate clients
Attractive earnings potential and long-term career opportunity within a respected firm
This is an excellent opportunity for an experienced adviser looking for the stability and referral opportunities of an established professional practice while retaining the ability to grow and manage their own client relationships.