Financial Planning Consultant

3 weeks ago


Guildford, Surrey, United Kingdom Blakemore Recruitment Full time
Financial Planning Opportunity in Surrey

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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