Financial Planner - client base provided and accountancy connection, Chesterfield

Company : Bwd Search & Selection

Remote / Work from Home

Job Description - Financial Planner - client base provided and accountancy connection, Chesterfield

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.

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Financial Planner - client base provided and accountancy connection, Chesterfield

Job Description - Financial Planner - client base provided and accountancy connection, Chesterfield

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