Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Head of Financial Planning - Up to £150k basic salary with hybrid working equity stake
My client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offices near Sevenoaks and placing 3 Financial Advisers with them, in the last 18 months.
They offer whole of market advice on Pensions, Investments, Tax Planning, Trusts, Wills, IHT planning, POA, Mortgages and Protection.
The current consultant is retiring soon and therefore there is a ready made client base for you
Our client is a successful and established IFA firm who have an employee benefits arm and they are currently looking for an experienced EB adviser to take over a portfolio
We are currently looking for an experienced and successful EB specialist who can deal with small to medium size business accounts