Exciting opportunity to join a well funded, multi-site Chartered IFA firm as they look to develop their High Wycombe office. Due to succession planning, they are seeking an ambitious Financial Planner to gradually take over a significant client base from a retiring Director (c£50M across 120 clients) and work with the Head of Office to grow their presence in the region.The business is part of a high calibre, International IFA business and this is a chance to join at an exciting time in its development, in a role that offers long term career development opportunities. They have a strong ethos of promoting from within, and promoting on merit, rather than level of experience or tenure, with many of the senior leadership team having progressed rapidly through the ranks.
Back to searchFinancial Planner - £50M client based to inherit, High Wycombe
BWD Search & Selection
Posted 2 days ago, valid for 6 days
High Wycombe, Buckinghamshire HP12 4HS, England
Full Time
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Sonic Summary
- Exciting opportunity to join a well-funded, multi-site Chartered IFA firm in High Wycombe.
- They are seeking an ambitious Financial Planner to take over a significant client base of approximately £50M across 120 clients.
- The role offers long-term career development opportunities within a high calibre, International IFA business.
- Candidates should have at least 5 years of experience in financial planning to be considered for this position.
- The firm promotes from within and values merit over tenure, allowing for rapid progression within the company.
