Chartered Financial Planner - Own a 100+ Client Book

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 £350k+ recurring annual revenue, with on-site support and a flexible mix of office and home working.