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Chartered Financial Planner - £90M client base

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £70000 - £80000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    11 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


The Financial Planning division of a regional Accountancy Practice is looking to recruit a Chartered Financial Planner to their Swindon office to take over the client base of a retiring Director. 

This is a substantial book of around £90M and the new incumbent will manage this client base, whilst also working closely with the accountancy partners to drive new business. 

This is an extraordinary opportunity within a very high quality practice. Candidates must be at, or one paper from, Chartered Status.