Chartered Financial Planner

3 weeks ago


Surrey, United Kingdom Capio Recruitment Full time £75,000 - £100,000
Job Description

Job Role: Chartered Financial Planner (CII, LIBF OR CISI)

Location: Surrey or London based

Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme

We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C. 100 Wealth Client for a boutique IFA.

The position comes with dedicated Paraplanning, administrative and compliance support with the primary focus of the role to manage existing clients needs. (Any new business is a bonus)

Please call Joe Cowell on for further details and a confidential discussion.



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