Financial Planner
Salary
80000
Location
Leatherhead
Job Type
Full Time
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Job Title: Financial Planner
Industry: Financial Services
Location: Leatherhead, Surrey
Salary: £80,000
Reference: 15395
Job Description:
Recruit UK is working on an excellent opportunity for a financial planner in Leatherhead to join a bespoke financial planning firm that advises High Net Worth and Ultra High Net Worth, clients.
Due to the director winding down, they are looking to expand their financial planning team by bringing in an advisor to come in and help take on a number of the company’s clients, whilst building and growing this bank further long term.
For this reason, there is no requirement to bring clients across. Alongside working with an existing client base, all your leads will be provided via referrals and professional introducers, with a highly rewarding salary of up to £80,000, high bonus potential, and benefits.
The long-term opportunity is the potential to move into a Directorship role, have shares in the company, etc.
Skills and experience required:
- Minimum level 4 Diploma in financial planning.
- Chartered desirable but not essential.
- Experience in dealing with HNW clients.
- Desire to forge a long successful career within the firm.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.