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.
Due to continued groeth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services.
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.
Reed Financial Services are pleased to be representing an established IFA firm who offer Life Centred Financial Planning .
Kenneth Brian Associates are recruiting for a well known company based in Warlingham who are recruiting for a Finance Manager to join their team on a permanent basis.
The ideal candidate will have worked within a similar role.
This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
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.
Our client is a fast growing Chartered Financial Planning firm with offices across the South of England.
You will be managing up to 6 Advisors, with leadership making up around 25% of the role.