Financial Planner

2 weeks ago

Westerham, United Kingdom Financial Divisions Full time

Financial Planner - Near Oxted (Surrey), manage a book of longstanding HNW clients and generate some new business, £60k - £85k salary + bonus + equity share (Takehome over £100k per annum)
- Pension
- Investments
- IHT & Estate Planning
- Protections/Insurance
- Corporate Advice (employee benefits)
- Powers of Attorney, Wills & Trusts
- Mortgages
The role will be suitable for an ambitious, up and coming adviser who wants to make a difference and with the mentorship of the MD [who has 30+ years of experience in the industry] drive the business forward into 2023. An equity stake in the business will beavailable and a "seat at the table" in the decision making process.
To learn more about the business please enquire by contacting Peter at Financial Divisions.

  • Senior Financial Planner

    7 days ago

    Westerham, United Kingdom Financial Divisions Full time

    **Senior Financial Planner - Westerham, manage a book of longstanding HNW clients and generate some new business, £70k - £85k salary + equity share (OTE £100k - £120k)** My client are an Independent Financial Advice firm in Westerham. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections....

  • Technical Administrator

    4 weeks ago

    Westerham, United Kingdom GSI Wealth Management Full time

    Location: Westerham, Frimley/Camberley The GSI Group is looking for a Technical Administrator to join a team at a rapidly expanding Wealth Management Firm with offices across London and South East England. We are seeking a highly motivated and experienced administrator to join our team. You will be responsible for providing experienced administrative...