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.
We are currently recruiting for a Financial Planning practice in Leatherhead who are looking for an experienced Financial Planner who has a great HNW IFA background (i.e.
Typical AUM of £1m), complex technical experience and happy to work closely with the CEO on the handover of long-standing existing clients.
The Company: They have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence.