Financial Planner in Thames Ditton, Surrey

Energy Jobline CVL; Elmbridge; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm in Elmbridge is seeking an experienced Financial Planning advisor. You will service existing clients while building new client relationships, offering a holistic approach to wealth management. Ideal candidates have many years in financial planning with a focus on investment and pension advice. This role offers attractive bonuses and the possibility of hybrid work arrangements.

Benefits

Excellent bonuses

Full Paraplanning/Admin support

Hybrid working options

Qualifications

• A good many years of experience in Financial Planning/Wealth advisory.
• FCA registered and CAS qualified.
• Exemplary track record in pension, investment, and protection advice.

Responsibilities

• Servicing existing clients and building new client activity.
• Providing holistic financial planning and wealth management services.
• Working from home and office with comprehensive support.

Skills

Financial Planning expertise

Client relationship management

Investment advising

Education

Minimum Diploma qualified

Job description

About the Platform

Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide.

We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Recruit Wealth Opportunity

Recruit Wealth is delighted to be representing one of the fastest growing, Financial Planning businesses in the UK that is private equity backed for further expansion and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This advisory role is located for their newly acquired Thames Ditton office and surrounding areas (one of 50+ hubs and still growing) servicing existing clients as well as building new client activity.

Further details will be discussed on application regarding inherited AUM and on-going advice fees, but this will be highly attractive to all prospective applicants.

Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.

Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients.

Our client offers a market leading, independent proposition, with a fair and transparent charging structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.

This opportunity is employed only with excellent bonuses available through initial /new business and recurring income – this really is an attractive advisory role.

Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams.

Applicants will ideally be from the Surrey area and surrounding areas in order to service the client bank.

Home and office working is of course fully supported.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.