Financial Planner

7 Days Old

The Company: A well-regarded Financial Planning firm based in Chesterfield who work in conjunction with the firm’s accountancy brand is seeking an experienced Financial Planner to join their team. This opportunity has arisen due to the need to manage the initial inheritance and ongoing servicing of a portfolio of high-net-worth (HNW) private clients. Proven experience in advising and maintaining relationships with HNW individuals is essential for success in this role, with a financial package and bonus structure to attract a high-calibre individual. Office Location: Chesterfield Hybrid/Home Working: Yes – Flexible Package: £55-75k base DOE & attractive bonus and full company benefits Bonus: Circa £10k KPI bonus plus new business bonus on top Key Benefits: Pension, 4xDIS and a full flexible benefits package Holidays: 25 days holiday stats The Role: To deliver high-quality financial planning and wealth management services to an established portfolio of private clients, while also driving business growth through qualified, in-house leads. Responsibilities include: Provide independent financial advice across key areas including investments, pensions, protection, and family financial planning. Lead in-depth client meetin...
Location:
Chesterfield
Salary:
£55,000 - £75,000 per annum
Category:
Accounting & Finance

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