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Chartered Financial Planner
2 months ago
Job Opportunity
A leading Independent Financial Advisory Firm is seeking a skilled Financial Adviser to join their team in Surrey. As a Chartered Financial Planner, you will be responsible for managing a portfolio of existing clients and generating new business opportunities.
About the Role
This is an exciting opportunity to join a well-established and reputable firm that offers a range of financial services to high net worth individuals and families. As a Financial Adviser, you will be expected to provide holistic financial planning advice and guidance to clients, as well as identify new business opportunities and develop relationships with key stakeholders.
Key Responsibilities
- Manage a portfolio of existing clients, providing ongoing financial planning advice and guidance
- Identify and develop new business opportunities, including generating referrals and recommendations
- Develop and maintain relationships with key stakeholders, including clients, colleagues, and external partners
- Contribute to the growth and development of the firm, through the identification of new business opportunities and the development of new services
Requirements
- Chartered Financial Planner status or working towards
- Minimum 3-5 years of experience in financial planning and advisory
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong business development skills, with a proven track record of generating new business opportunities
What We Offer
- Competitive salary and bonus structure
- Opportunities for career development and growth
- Collaborative and supportive team environment
- Access to ongoing training and professional development
How to Apply
If you are a motivated and experienced Financial Adviser looking for a new challenge, please get in touch with us to discuss this opportunity further.
