Location
CHESTERFIELD
Salary Competitive TypePermanent WorkplaceOn-Site Ref88599
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
1. Employed, client-facing adviser position
2. Focused on ongoing servicing of existing clients with some new client onboarding
3. Clients are primarily private individuals with well-established relationships
4. Office-based, with in-person client meetings encouraged
5. Opportunity to provide full-scope financial advice including investments, pensions, tax, and estate planning
Whats on Offer
6. Competitive salary with structured KPI and performance bonuses
7. Inheritance of an existing client bank due to upcoming adviser retirements
8. Strong support structure with experienced administration and paraplanning teams
9. Established internal systems and processes, including modern client management tools
10. Long-term, stable career opportunity in a collaborative and supportive environment
Candidate Profile
11. Level 4 Diploma qualified (minimum); Chartered status preferred
12. Experience advising individual clients across a range of planning areas
13. Strong interpersonal and relationship management skills
14. 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.