A high quality, national Chartered IFA firm are seeking an experienced Financial Planner to their Chesterfield office. This firm are firmly in growth mode, have an excellent reputation, and have been Citywire New Model Adviser winners on multiple occasions.You will initially inherit a quality client base of c£40M, with more being passed across in time, and you will also benefit from a long-standing formal joint venture with an Accountancy practice which will provide a steady stream of new business.With succession planning in mind, there may also be the opportunity to take on additional responsibilities in the office in the future.The firm offers a generous basic salary plus an exceptional new business bonus which should see earnings well into six figures.Get in touch for more details.
Back to searchFinancial Planner - client base and Accountancy JV provided, Chesterfield
BWD Search & Selection
Posted a month ago, valid for 6 days
Chesterfield, Derbyshire S41 0AP
Full Time
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Sonic Summary
- A national Chartered IFA firm is looking for an experienced Financial Planner to join their Chesterfield office.
- The firm has a strong reputation and has won Citywire New Model Adviser awards multiple times.
- The successful candidate will inherit a quality client base valued at approximately £40M, with more clients expected over time.
- There may be future opportunities for additional responsibilities in the office, considering succession planning.
- The position offers a generous basic salary along with a substantial new business bonus, potentially leading to earnings well into six figures.
