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 succession planning 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
* Employed, client-facing adviser position
* Focused on ongoing servicing of existing clients with some new client onboarding
* Clients are primarily private individuals with well-established relationships
* Office-based, with in-person client meetings encouraged
* Opportunity to provide full-scope financial advice including investments, pensions, tax, and estate planning
What’s on Offer
1. Competitive salary with structured KPI and performance bonuses
2. Inheritance of an existing client bank due to upcoming adviser retirements
3. Strong support structure with experienced administration and paraplanning teams
4. Established internal systems and processes, including modern client management tools
5. Long-term, s...