The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
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.
Due to continued groeth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services.
Reed Financial Services are pleased to be representing an established IFA firm who offer Life Centred Financial Planning .
They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in, and to follow for life.