Financial Planner

3 days ago


Peterborough, United Kingdom BWD Search & Selection Full time

Director – Wealth Management Contact: James Woods – 07824 467011 – james.woods@bwd-search.com Job Description Rare opportunity to join the IFA arm of a Top 20 Accountancy Practice, due to a forthcoming retirement. You will take over a client base of around 80 high-net-worth families in the Cambridgeshire/Lincolnshire region, providing holistic financial planning and growing the book through internal business opportunities. The role offers a high degree of flexibility and can be entirely home-based, office-based, or a mix of the two. Responsibilities Manage and maintain a portfolio of approximately 80 high-net-worth families. Provide holistic financial planning services to clients. Grow the book through internal business opportunities. Qualifications Suitable candidates are at, or near, Chartered Status. Pay Range This range is provided by BWD Search & Selection. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Seniority Level Mid‑Senior level Employment Type Full-time Job Function Finance and Consulting Location Cambridgeshire/Lincolnshire region, United Kingdom #J-18808-Ljbffr



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