Chartered Financial Planner
Salary
70,000 - 80,000
Location
Guildford
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Working with an award-winning fully integrated Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model.
They have numerous regional offices across the UK, managing c£25billion of private client’s funds. Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients with combined AUM of circa £30million.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development.
What’s on offer:
Salary between £70,000-£80,000
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back-office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio (£30million +)
High level of referrals from established introducers, Investment Manager and Marketing team
If you would like to find out more about this current role, then please contact Recruit UK at [email protected] or
07399 163967 / 07399 163967
Quote Ref 12788
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.