Financial Planner - £50M client based to inherit, High Wycombe
BWD Search & Selection
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Financial Planner - £50M client based to inherit, High Wycombe
3 days ago by BWD Search & Selection
BWD Search & Selection jobs
Exciting opportunity to join a well funded, multi-site Chartered IFA firm as they look to develop their High Wycombe office. Due to succession planning, they are seeking an ambitious Financial Planner to gradually take over a significant client base from a retiring Director (c£50M across 120 clients) and work with the Head of Office to grow their presence in the region.

The business is part of a high calibre, International IFA business and this is a chance to join at an exciting time in its development, in a role that offers long term career development opportunities. 

They have a strong ethos of promoting from within, and promoting on merit, rather than level of experience or tenure, with many of the senior leadership team having progressed rapidly through the ranks.
Reference: 54883001
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