Our client is a fast growing Chartered Financial Planning firm with offices across the South of England.
As a result of continued growth, we are looking for a Chartered (or very close to) Financial Planner with leadership experience to join their Surrey team.
You will be managing up to 6 Advisors, with leadership making up around 25% of the role.
Our client, a leader in the industry, is on the lookout for a dedicated Financial Planner to join their successful team.
Our client stands at the forefront of the financial services sector as one of the largest and most successful Financial Planning & Investment Management organisations in the UK.
We are thrilled to represent one of the UK's premier Financial Planning & Investment Management organisations.
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos.