We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
Are you a newly qualified Auditor looking to take the next step in your career and become a Team Leader?
A very exciting opportunity has arisen within an extremely reputable Top 40 Practice who are looking for an Audit Team Leader to join their friendly team in Leatherhead.
You will be working with clients that you would expect to work with at an International Firm in London and not only do you get a London weighted salary without that dreaded commute, you also receive an array of benefits including fantastic progression opportunities, time off in lieu and flexible working arrangements, along with much more!
Epsom, KT17 (3 days in the office per week - hybrid)
£75,000 - £85,000 plus excellent benefits including a generous pension scheme, private healthcare, personal development training, rising holiday and lots more
My client is a hugely successful organisation within the financial services sector.