Financial Consultant

4 weeks ago


Leatherhead, United Kingdom Optima Recruitment Full time

**Experienced Financial Consultant required for a well-established, successful and prestigious Chartered Financial Planning firm in Surrey**
- **£50,000+, earning potential of £100k+**:

- **Attractive Benefits package**
- Taking over an existing client portfolio (£20m FUM) from the Director of the company who will be moving into a Business Development role
- Servicing the clients, to ensure they continue to receive a trusting and ethical relationship as well as a first class service
- Following up on new enquiries form Surrey based Solicitor firms
- Giving advice in the following areas:
- Retirement planning & pension advice
- Investment advice & wealth management
- Insurance: personal, family and business
- Estate & trust planning
- Equity release
- Long term care
- Cash flow forecasting
- Pension sharing orders (this role is pension biased)
- Client meetings in Surrey at the company office, residential or in professional meeting rooms; some London clients

**Person Specification**:

- An experienced financial consultant with qualified to give financial planning advice, level 4 Diploma
- Comfortable being introduced to clients, gaining trust and maintaining strong relationships
- Good knowledge of pensions
- Personable, able to liaise well at all levels
- Able to network and gain recommendations and referrals
- Strong business acumen

**Additional Information**:

- Salary: £50,000 + plus bonus (OTE £100k)
- Leatherhead/hybrid
- Monday - Friday 9-5
- Strong administration and paraplanning support; friendly team
- Company pension (reviewed)
- PMI
- DIS
- Income protection
- Stunning offices with great catering facilities, showers, parking
- Mini bar in office
- Future opportunity of equity



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