Senior Financial Planning Manager                       >> Register with e-volve

Our client is an established IFA business which has grown through the successful development of professional introducers. A recent significant development has given them the opportunity to expand the business by providing their full range of services to the clients of a top 20 firm of Chartered Accountants.

They aim to offer a professional level of service for both individuals and businesses which is second to none. They are independent and provide a comprehensive appraisal, owner managed businesses, high net worth individuals and property buyers.

Many of their clients are introduced to them by other professional advisers, including Accountants, Solicitors, Stockbrokers and Property Agents. They therefore provide a personalised service for introducers to encourage a close liaison for the clients’ benefit.

In an ever more complex financial services market, our client employ dedicated individuals who have expertise in specific key areas – Investments and Financial Planning; Pensions and Employee Benefits; Business and Property Finance.

Their advisers, who have all attained AFPC qualifications, work in a team environment to offer fee based solutions to their clients. The advisers are highly proficient and experienced in understanding and creatively analysing clients’ needs, identifying the most appropriate solutions and providing an ongoing effective service.

This is an opportunity for a highly qualified and experience financial planner to set up a financial planning office for our client within their Romford office.  This is an exciting challenge to be part of building a success office and be very much involved in the day to day decision making.  If you are technically strong, proven sales ability, good communicator with experience of building relationships with accountants and other professionals then this could be the career progression you desire.