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Chartered Financial Planner, Bournemouth

  • £60,000 - £70,000 per annum

  • Ref


  • Contact Name |James Woods

Chartered Financial Planner

  • Bournemouth

  • £60,000 - £70,000 per annum

Due to the forthcoming retirement of a Director, a fantastic opportunity has arisen for a Chartered Financial Planner to take over a substantial, established client base within a very high-quality, mid-sized advisory firm.

With the backing, and subsequent stability, of a larger group, whilst retaining a close-knit, small company feel, the business is highly innovative, technology-driven, and forward-thinking.

The client base is made up of around 90 HNW private clients, with significant recurring income attached, and would be handed across with a gradual, warm transition prior to the current incumbent retiring.

An exceptional opportunity within an exceptional business. To be considered, you must be an experienced adviser at, or very close to, Chartered status.


CONTACT US 0113 274 3000