Financial Service Planner

2 weeks ago


United Kingdom Financial Divisions Full time €70,000 - €80,000

Financial Planner – manage existing HNW clients (£500k - £1m) – 2 years of advising experience required - Boutique IFA firm – Near Claygate/Esher
They offer whole of market financial advice to HNW retirees, entrepreneur’s, accumulators, local families and SME owners based across Surrey, Hampshire, Sussex, Kent and London. They do look after the affairs of some professional sports men and women. 500 clients (£300m AUM) with assets ranging from £500k - £2m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes. The business is very engaged in the local community events and are advocates of many charitable causes. This has proven very successful over the years with many administrators progressing through to paraplanning and 2 have been signed off as Financial Advisers. The Managing Director is creating a brand-new role for a Financial Planner with 2 – 3 years of advising experience who will be responsible for managing a portion of his existing book of business. Client meetings are held in the office, away from the office and virtually. The role has come about as a member of staff is having to relocate due to personal circumstances. This is a servicing role and will be suitable for a candidate who has a background in an independent wealth planning firm and can work with complex HNW cases.

• Hybrid working – manage your own diary and days in the office
• Attractive benefits package and holiday allowance
• 25 days holiday plus bank holidays


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