Independent Financial Planner - All leads provided

ZipRecruiter; Epsom; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial planning firm in Surrey is seeking an experienced consultant to join their successful team. This role involves managing high net worth client relationships and providing regulated financial advice. The ideal candidate will be diploma qualified and on the path to chartered status, focusing on protecting clients' wealth without extensive travel required.

Benefits

Excellent bonus

Qualifications

• Experience in offering regulated financial planning advice.
• Understanding of the full financial planning process.

Responsibilities

• Manage relationships with high net worth clients.
• Deal with client enquiries and protect long term wealth.

Skills

Financial Planning

Client Management

Education

Diploma in Financial Planning

Job description

Job Description

We are recruiting for a highly regarded financial planning firm based in Surrey. They are well established and manage relationships with high net worth clients. They have an active client bank that they want someone to manage and require an experienced consultant to join the team.

They are looking to expand their successful financial advice team by hiring an additional consultant to deal with client enquiries. They focus on protecting the long term value of wealth so ideally require an experienced consultant who understands the full financial planning process. You must be Diploma qualified and ideally be on the way towards being chartered. You must also be experienced in offering regulated financial planning advice to individual clients.

This is a salaried role and all clients are in the local area so no extensive travel. Excellent bonus on offer in addition to the salary.