Financial Planner

4 weeks ago


Esher, Surrey, United Kingdom Life and Careers Recruitment Full time
Financial Planner Opportunity in Surrey

Life and Careers Recruitment is seeking a skilled Financial Planner to join a fast-growing IFA practice based in Surrey. As a key member of the team, you will be responsible for managing a portion of the practice's current client base, providing tailored financial advice, and building strong relationships with clients.

Key Responsibilities:
  1. Establish and maintain strong relationships with clients to understand their financial goals and objectives.
  2. Review and analyze qualitative and quantitative data to provide personalized financial advice and recommendations.

The practice offers a competitive salary, generous benefits, and flexible working arrangements. If you are a motivated and experienced Financial Planner looking for a new challenge, please apply for this exciting opportunity.


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