Associate Director - FP Bracknell

IDEX Consulting Ltd; England; On-site; GBP 85,000 - 100,000; Full time

Job summary

A leading integrated Wealth Manager organization is seeking an experienced Financial Planner to join their team in Surrey. The ideal candidate should be Chartered or close to qualification, focusing on business development and building lasting professional relationships. This role offers a clear career progression to Partner level with strong earning potential, starting at up to £100,000. Mentorship and full back-office support are provided, ensuring a fulfilling career path in a prestigious firm.

Qualifications

• Experience as a Financial Planner in a wealth management capacity.
• Proven track record in new business development.
• Ability to cultivate long-term client relationships.

Responsibilities

• Develop new business opportunities and professional connections.
• Foster trusting relationships with clients for optimal service.
• Work towards reaching Partner level within the organization.

Skills

Networking

Business Development

Relationship Building

Education

Chartered Financial Planner certification or equivalent

Job description

A leading integrated Wealth Manager organisation are looking to add an experienced Financial Planner to their team in Surrey. They are looking for Chartered (or very close to) and this role really encompasses new business development and cultivating professional connections. You must embrace networking (both internally and externally) to foster long term, trusting relationships to ultimately allow your client to receive the best professional services and support possible. This role has a clear career pathway to Partner level which in turn will lead to exceptionally strong earning potential. A starting salary of up to circa £100,000 basic is on offer for this particular position but alongside that you get to work with extremely experienced and successful peers who will mentor you and help you develop your career to wherever you want it to reach. You will also enjoy full back office and paraplanning support so you can focus on the things you do best. If you want to work for one of the top names in the industry and begin a journey that could completely change your career then please apply or contact me for a confidential conversation.

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