This is an opportunity for a highly qualified and experienced financial planner to set up a financial planning office for our client within a top 20 chartered accountanty practice in Redhill. It will give the individual an exciting challenge to be part of building a successful office and be very much part of the decision making.

Role
To establish a new branch within the head office of a top 20 firm of Chartered Accountants
Focusing on building relationships with professionals including accountants, solicitors and chambers of commerce
Building relationships with contacts known to the Chartered Accountants including solicitors and the chambers of commerce to generate new business opportunities
Management of one existing adviser
Recruit additional adviser once new business opportunities have increased enough to support them
Developing the Chartered Accountancy Firm relationship to assist existing consultant in gaining new business from the partners
Ability to produce good levels of business and the capability to build on that
Report and work with the Managing Director
1st software in place
Clients are mainly business owners and HNW
Charge fees for client reports and fees for transactions
Other offices include New Malden, St. Albans, West End, Romford and the City

Criteria
Highly qualified financial planner
Self motivated
Dynamic
Entrepreneurial
Commercially minded
Focused on results

Effective decision maker
Experience of working with accountants is a requirement
Strong technical expertise in tax, pensions and investments
Comfortable dealing with business owners and HNWI’s

Proven track record of building lasting relationships with clients and introducers

If you are interested in this opportunity contact us quoting the title and reference number - Email us or call 020 7232 2225