Its an exciting time in the Finance department with the implementation of a new finance system (Iplicit) that will be rolled out to all staff around the globe.
Please apply for this role as soon as possible as we will be interviewing applicants as they come in.
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.
Financial Adviser - Surrey - £55K - 65K
Working closely on Investment, pension, and Inheritance tax planning.
My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
In their current setup they manage the affairs of 200 clients with assets ranging from £100k - £5m, with £500k being their average case.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.