Financial Planner

1 day ago


surrey, United Kingdom Financial Divisions Full time
Job Opportunity

Financial Planner Vacancy

We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and building relationships with key stakeholders.

About the Role

  • Provide financial planning services to clients with assets ranging from £100k to £1m
  • Build and maintain relationships with sports clubs across Surrey and Sussex
  • Generate new business opportunities through referrals and recommendations
  • Work closely with the Managing Director to develop and implement financial planning strategies

Requirements

  • Experience in Private Client Wealth Management
  • Strong financial planning skills and knowledge
  • Ability to work independently and as part of a team
  • Excellent communication and interpersonal skills

What We Offer

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

How to Apply

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application to us.



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