Financial Planner - client base provided and accountancy connection, Chesterfield - BWD Search & Selection : Job Details

Financial Planner - client base provided and accountancy connection, Chesterfield

BWD Search & Selection

Job Location : Chesterfield, UK

Posted on : 09/05/2025 - Valid Till : 20/06/2025

Job Description :
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. 

Salary : 70000 - 85000

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