Chartered Financial Planner...

Chartered Financial Planner - £90M client base

Job Title: Chartered Financial Planner - £90M client base
Contract Type: Permanent
Location: Swindon
Salary: £70000 - £80000 per annum
Start Date: 2018-10-02
Reference: JTW./4782
Contact Name: James Woods
Contact Email:
Job Published: November 06, 2018 11:21

Job Description

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.