Financial Planner

1 week ago

Surrey, United Kingdom Financial Divisions Full time

Financial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed


Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.

My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney. They manage the affairs of clients with assets ranging from £100k to £1m to invest.

The Managing Director has had a long illustrious career in financial planning and has built numerous relationships spanning several years with several sports clubs across the South East which is where new business is generated and they receive warm leads, recommendations and referrals. Members of these sports clubs are generally those at retirement age and decumulating but the advisers do manage the affairs City professionals, families, accumulators and SME owners.

The MD is looking to recruit a brand new advisers ideally self employed who can come onboard and continue to build relations with the network for sports clubs across Surrey and generate new business. However the MD will consider an employed position if you have some client that will follow you to cover part of the cost of a salary. You will need to live within the Surrey and Sussex areas and you can come to the office as and when you choose, but for initial onboarding you will need to be more office based.

If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch - peter@financialdivisions.co.uk

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