Independent Financial Advisor - Accountancy Practice
|Type: Permanent||Role: Financial Planning Manager||Location: Sheffield, South Yorkshire|
My client is a leading firm of Chartered Accountants
Are you looking for a new role where you can really impact and scope a role? My client is a leading entrepreneurial firm of chartered accountants based in Sheffield who are going from strength to strength. As a result, they are looking for an ambitious and driven individual to head up their financial planning department. This is an excellent opportunity to introduce financial services to existing clients as well as networking and business development to gain new clients. Individuals are likely to be chartered or certified with the ability to act in a regulated environment, willing to take on controlling functions for FCA purposes and manage authorisation with the FCA.
Individuals should have experience of advising on the widest possible range of regulated financial services relevant to SME's and private individuals including:
Advising and managing investments
Establishing pension schemes and giving advice
Mortgages and handling equity release
There is the potential for high earnings based on business development and this is an excellent role for an individual with a strong background in financial planning who is looking for a more independent role within a structured environment.
£35,000 - £45,000
plus beneifts and bonus
Qualified Charted Financial Planner
11 Leopold Street