The Chartered Financial Planning arm of a top-tier Accountancy Practice are looking to recruit a number of Chartered Financial Planners across the Home Counties, due to both acquisition activity and organic growth plans. The roles will involve taking over and transitioning existing client bases, as well as working with their Tax & Accountancy teams internally to develop new business. These are excellent opportunities to provide fully independent advice, with client provision and warm leads, within a professional services setting. CII Chartered Status (or on the cusp of achieving) is a pre-requisite.
Back to searchChartered Financial Planner x 3 - Accountancy firm, Home Counties
BWD Search & Selection
Posted 10 hours ago, valid for 14 days
Guildford, Surrey GU48EY, England
Full Time
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Sonic Summary
- The Chartered Financial Planning arm of a prestigious Accountancy Practice is seeking to hire several Chartered Financial Planners across the Home Counties.
- Candidates will be responsible for transitioning existing client bases and collaborating with internal Tax & Accountancy teams to generate new business.
- These positions offer the chance to provide fully independent financial advice with access to client provision and warm leads.
- A minimum of CII Chartered Status, or being close to achieving it, is required for applicants.
- Salary details are not provided, but the roles are positioned within a top-tier professional services environment.
