Financial Planner

3 days ago

Leatherhead Surrey, United Kingdom Financial Divisions Full time €60,000 - €90,000
Job Description

Financial Planner – manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus

My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 clients with assets ranging from £500k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with some of their clients stretching back 20 years.

The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of pooled Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.

The Managing Director is creating a brand-new role for a Chartered Financial Planner (or very close to completion) who will be responsible for managing a portion of his existing book of business. Clients are mainly based in Surrey but they have clients in the North of England too and abroad. This is a servicing role and will be suitable for an a candidate who has a background in an independent wealth planning firm and can work with complex HNW cases and has the gravitas to be worthy of receiving the baton of the business's best clients. You will have dedicated admin and paraplanning support as well as a dedicated Operations Manager.

Salary: £70k - £90k (negotiable) + bonuses

Attractive benefits package and holiday allowance

Manage existing book of business from CEO

Full Paraplanning and Administration support from a pooled team

If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdvisions.co.uk

  • Financial Service Planner

    3 days ago

    Leatherhead, Surrey, United Kingdom Financial Divisions Full time €60,000 - €90,000

    Job Description Financial Planner – manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 clients with assets ranging from £500k -...

  • Financial Planner

    3 days ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Financial Planner – manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based...

  • Financial Planner

    1 week ago

    Leatherhead, Surrey, United Kingdom Dawn Consulting (Sw) Limited Full time

    The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into...

  • Financial Planner

    1 week ago

    Leatherhead, Surrey, United Kingdom Dawn Consulting (Sw) Limited Full time

    The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into...

  • Financial Planner

    1 week ago

    Leatherhead, Surrey, United Kingdom Dawn Consulting (Sw) Limited Full time

    The Role: Iam recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into...

  • Senior Financial Planner

    2 months ago

    Surrey, United Kingdom Financial Divisions Full time

    Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Senior Financial Planner

    2 months ago

    Surrey, United Kingdom Financial Divisions Full time

    Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Senior Financial Planner

    4 weeks ago

    Surrey, United Kingdom Financial Divisions Full time €100,000 - €120,000

    Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Senior Financial Planner

    4 weeks ago

    Surrey, United Kingdom Financial Divisions Full time €100,000 - €120,000

    Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Senior Financial Planner

    1 month ago

    Surrey, United Kingdom Financial Divisions Full time

    Job Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...

  • Senior Financial Planner

    2 weeks ago

    Surrey, United Kingdom Financial Divisions Full time €100,000 - €120,000

    Job Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...

  • Financial Planner

    7 days ago

    Leatherhead, United Kingdom CareerBliss Full time

    The Role: Iam recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We...

  • Chartered Financial Planner

    2 months ago

    Surrey, United Kingdom Financial Divisions Full time

    Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Chartered Financial Planner

    2 months ago

    Surrey, United Kingdom Financial Divisions Full time

    Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Chartered Financial Planner

    4 weeks ago

    Surrey, United Kingdom Financial Divisions Full time €100,000 - €120,000

    Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Chartered Financial Planner

    4 weeks ago

    Surrey, United Kingdom Financial Divisions Full time €100,000 - €120,000

    Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

  • Financial Planner

    7 days ago

    Leatherhead, United Kingdom Dawn Consulting (Sw) Limited Full time

    The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising ...

  • Financial Planner

    7 days ago

    Leatherhead, United Kingdom Dawn Consulting (Sw) Limited Full time

    The Role: Iam recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We...

  • Financial Planner

    7 days ago

    Leatherhead, United Kingdom Dawn Consulting (Sw) Limited Full time

    The Role: Iam recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.Make...

  • Chartered Financial Planner

    1 month ago

    Surrey, United Kingdom Financial Divisions Full time

    Job Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...