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Chartered Financial Planner - £90M client base

  • Location

    Swindon

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £70000 - £80000 per annum

  • Contact:

    James Woods

  • Contact email:

    james.woods@bwd-search.co.uk

  • Contact phone:

    0113 274 3000

  • Job ref:

    JTW./4782

  • Published:

    6 months ago

  • Duration:

    n/a

  • Expiry date:

    2018-12-04

  • Startdate:

    2018-10-02

  • 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.