Job Details

Exchange Street Financial Services are currently working with the financial services arm of a highly respected chartered accountancy firm with a very strong reputation in the South West. As the division is wholly owned by the accountancy partners, they are committed to promoting this service resulting in a regular supply of new business leads. With more new opportunities than the existing team can effectively deal with, they are now looking to recruit additional consultants in Yeovil.

Responsible for all aspects of financial planning in an RDR ready environment, consultants are supported by an experienced administration and paraplanning team allowing them to focus on building client relationships.

Successful applicants must be comfortable dealing with HNW private and corporate clients, with experience in advising on investments, specialist pensions, tax mitigation and protection. In addition, as a chartered practice, it is expected that applicants will have attained at least DipPFS with a view to becoming chartered themselves.

On offer is an attractive salary and benefits package along with a competitive bonus structure allowing consultants to earn considerably more.