A high calibre, national Chartered IFA firm are seeking a Financial Planner (preferably at, or working towards, CII Chartered Status) to take over a significant client base and play an increasingly key role in their Chesterfield office.Initially you will inherit around £40M, with additional clients being passed across over time. The firm has a close relationship with a multi-office accountancy firm, who will provide high quality client introductions. An excellent opportunity with a dynamic business on a significant growth trajectory.Â
Back to searchFinancial Planner - client base provided and accountancy connection, Chesterfield
BWD Search & Selection
Posted 12 days ago, valid for 10 days
Chesterfield, Derbyshire S41 0AP
Full Time
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Sonic Summary
- A national Chartered IFA firm is looking for a Financial Planner, ideally with or working towards CII Chartered Status.
- The successful candidate will inherit a client base valued at approximately £40M, with more clients to be added over time.
- This role is based in the Chesterfield office and offers the chance to play a key role in the firm's operations.
- The firm has strong ties with a multi-office accountancy firm that will facilitate high-quality client introductions.
- Salary details are not specified, but the position requires relevant experience in financial planning.
