CHESTERFIELD
Location: Chesterfield
Salary: £55000 – £65000 + bonus and great benefits
We are recruiting on behalf of a long-established, accountancy-based financial planning firm that is part of a respected national group. The firm is known for high-quality advice, long-standing client relationships, and excellent staff retention.
Due to planned retirements and increased client demand, an opportunity has arisen for a Financial Adviser to join the team. The successful candidate will inherit a client bank and receive full administrative and paraplanning support.
The Role
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Employed, client-facing adviser position
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Focused on ongoing servicing of existing clients with some new client onboarding
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Clients are primarily private individuals with well-established relationships
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Office-based, with in-person client meetings encouraged
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Opportunity to provide full-scope financial advice including investments, pensions, tax, and estate planning
What’s on Offer
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Competitive salary with structured KPI and performance bonuses
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Inheritance of an existing client bank due to upcoming adviser retirements
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Strong support structure with experienced administration and paraplanning teams
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Established internal systems and processes, including modern client management tools
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Long-term, stable career opportunity in a collaborative and supportive environment
Candidate Profile
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Level 4 Diploma qualified (minimum); Chartered status preferred
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Experience advising individual clients across a range of planning areas
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Strong interpersonal and relationship management skills
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Professional, ethical, and team-oriented approach
This is a rare opportunity to join a professional, stable firm with an excellent reputation and supportive infrastructure.
For a confidential discussion, please get in touch.