Financial Planning Consultant
3 weeks ago
We are seeking a highly skilled and experienced financial planning professional to join our client's successful team in Surrey. As a financial planning consultant, you will be responsible for managing relationships with high net worth clients and providing regulated financial planning advice.
The ideal candidate will have a Diploma qualification and be on the path to becoming chartered. You will have a strong understanding of the full financial planning process and be able to offer expert advice to individual clients.
This is a salaried role with excellent bonus opportunities, and all clients are based locally, minimizing travel requirements. If you are a motivated and experienced financial planning professional looking for a new challenge, please apply.
Key Responsibilities:
- Manage relationships with high net worth clients
- Provide regulated financial planning advice
- Develop and implement financial plans
- Monitor and review client portfolios
Requirements:
- Diploma qualification in financial planning
- On the path to becoming chartered
- Strong understanding of the full financial planning process
- Regulated financial planning advice experience
What We Offer:
- Salaried role with excellent bonus opportunities
- Local client base minimizing travel requirements
- Opportunity to work with a successful and well-established financial planning firm
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