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Financial Adviser (All Clients Provided) Top 40 Accountancy Firm – Home-Based - London

Job Type:
Financial Services
Financial Planner
London & South
Salary range:
£40, 000 - £49, 999, £50, 000 - £59, 999, £60, 000 - £69, 999
Salary Description:
to £60K basic plus up to 55% bonus
Start Date:
Job Ref:

We are very excited to be partnering with a prestigious London top 40 accountancy practice that is recruiting for high calibre Financial Advisers within its financial planning division.

Despite the current pandemic, this directly authorised firm is fortunate enough to be expanding significantly, which has resulted in the need for additional Financial Advisers to deal with increased client demand.

This business has over 6,000 accountancy clients, as well as circa 3,000 portfolio landlord clients.
The majority of the clients are High Net Worth business owners, many of whom require sophisticated advice across a range of areas. This company’s proposition is ‘all encompassing’ and whilst it offers standard advice, it also does a great deal of work within complex areas such as DB pensions, Family SIIP’s, SSAS’s, EIS’s, VCT’s, as well as Mortgages and Estate Planning. As such, there are many potential income streams to exploit.

There is NO NEED for you to bring clients with you as there is more than enough business to be generated from the existing client bank. You’ll benefit from an internal marketing team who will be regularly presenting you with opportunities, and the firm uses state of the art technology to link Financial Advisers into all ongoing business activities. Moreover, the accountants are extremely proactive when it comes to partnering with their Financial Adviser colleagues. In addition, the business holds seminars and online webinars, which continually generates new business, and the firm is always looking at making further accountancy acquisitions in order to fully exploit their client base with its truly comprehensive proposition.

Our client fully embraces sophisticated technology and you will have all the tools you need to work remotely. Business can easily be transacted via Zoom, and with the use of software such as DocuSign, although you will have the autonomy to conduct face to face visits if you wish to. The Head Office is in the City, but there will be very little need for you to attend the office, allowing you to base yourself remotely from home. You’ll benefit from full paraplanning support, which will allow you to use your time effectively.

This business is extremely client-centric and highly professional. Ideally, you will be Level 6 qualified (Chartered), or working towards this. You will also come from a whole of market advice background and have a strong compliance record.

Our client can offer a variety of remuneration models including employed (basic salary to £60K plus up to 55% bonus on business written), self-employed with attractive commission splits, or a hybrid employed / self-employed-style position. Refreshingly, trail income is included in the bonus validation.

If you are looking for access to substantial business opportunities, where you will be rewarded handsomely and given a great deal of autonomy, then apply in confidence today.

Aston Charles - a personalised service from industry experts

Financial Services and General Insurance Recruitment

Contact Details:
Tel: 07918 764 531
Contact: James Heald

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