Chartered Financial Planner β€” Own a 100+ Client Book in Chester

Chartered Financial Planner β€” Own a 100+ Client Book in Chester

Chester Full-Time On-site
I

Innes Reid Investments Limited in Chester is seeking an experienced Financial Planner to take ownership of an established client portfolio built by one of the firm’s founding Directors. This is a rare chance to join a trusted team with significant recurring revenue and a strong referral network.

You will inherit 100–130 established client households and Β£350k+ recurring annual revenue, with on-site support and a flexible mix of office and home working.

#J-18808-Ljbffr

I

Contact Details:

Innes Reid Recruitment Team