As part of our growth strategy, we are expanding our team and seeking an experienced Financial Planner to join us.
Established in 2009, our company has built a strong reputation for providing comprehensive financial planning and wealth management services to our clients.
We are committed to delivering personalised solutions tailored to meet their unique needs and objectives.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Our client provides holistic financial planning solutions to a range of clients across the South West, they are a friendly & professional business that have a unique approach to financial advice.
Due to a number of acquisitions and a recent retirement our client is seeking to recruit an additional Financial Adviser who can come in and take on a portfolio of clients.
We are working with a very successful Financial Advisory Practice to recruit an experienced Financial Adviser.
Working closely on Investment, pension, and Inheritance tax planning.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Chartered Financial Planner - £70k - £85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Southeast of England.
My client are a well-established Independent Financial Advice firm with offices based near Croydon.