Financial Planning Consultant

4 weeks ago

Surrey, United Kingdom Financial Divisions Full time
Position Overview

Financial Planning Consultant - oversee a portfolio of established clients while also cultivating new business opportunities - competitive salary range with additional benefits

Our esteemed client, a well-respected Chartered Financial Advisory firm, is seeking to enhance their team with a new Financial Planning Consultant. This organization is known for its strong ethical values and commitment to client service. They have a long-standing history of delivering comprehensive financial planning solutions to a diverse clientele, including families, retirees, and professionals.

The ideal candidate will possess a minimum of 3 to 5 years of substantial advisory experience and should be either Chartered or in the process of achieving Chartered status. This role requires the ability to engage with high-net-worth individuals and deliver exceptional service. While the firm does not mandate that the new consultant brings a client base, any existing clients that align with their investment philosophy would be welcomed.

The Managing Director is currently managing an extensive client list while also overseeing business operations. To alleviate this workload, they are looking to transition some clients to a new consultant, allowing for a focus on business growth. The role will involve managing existing client relationships, which can range from £300,000 to several million, alongside the expectation of generating new business through referrals and recommendations.

  • Competitive salary with performance-based bonuses
  • Manage a diverse client portfolio while developing new business
  • Focus on providing holistic financial advice
  • Comprehensive benefits package available

If you are interested in exploring this opportunity further, please reach out to our team at Financial Divisions.

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