Exchange Street Recruitment is representing a standalone financial planning practice in Cheshire, taking over a substantial client book as one director retires in 2027. You’ll join a three-planner team, with no targets and a culture focused on client outcomes rather than sales.
The role offers a starting salary around £65,000, with an annual profit-sharing bonus of around 10–15% of salary, and a flexible but demanding client-management workload.
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Financial Planner: Inherit Established Client Book (No Targets) in Lymm employer: Exchange Street Recruitment
Join a dynamic and supportive environment as an Independent Financial Advisor within a well-established accountancy firm in Northampton. With a strong client base to inherit and the freedom to build your own practice, you'll benefit from high-quality administrative support and a culture that values independence and ambition. The company offers competitive salaries, a generous bonus scheme, and opportunities for professional growth, making it an excellent employer for those looking to make a meaningful impact in financial planning.
Contact Details:
Exchange Street Recruitment Recruitment Team
