The Financial Services arm of a Chartered Accountancy Group is looking for an IFA/Investment Manager to join their rapidly growing team.
As they are inundated with leads from the associated accountancy practice, there will be access to a wealth of HNW clients. You will be targeted to asset gather using their state-of-the-art platforms and manage the clients’ money.
They have increased Assets Under Management over recent years through the acquisition of a stockbroker and increasing numbers of their existing team who develop leads from the associated accountancy practice.
They have developed in recent years from a traditional IFA to focus on discretionary IM with all their fund research carried out in house.
They are looking for advisers with or without a transferable client bank, or for someone looking to retire or for an exit strategy. They must have an investment bias and already have experience in fee-based advice.
Applicants must either be of chartered status or working towards their AFPC/Securities Institute Diploma.