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.
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.
The Company: They have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence.
Typical AUM of £1m), complex technical experience and happy to work closely with the CEO on the handover of long-standing existing clients.
Reed Financial Services are pleased to be representing an established IFA firm who offer Life Centred Financial Planning .
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 .
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.
Due to continued growth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services.