Financial Planner (Chartered / High Net Worth)
Location: Kingston Upon Thames, London
Description:
Financial Planner (Chartered / High Net Worth)
£65,000 - £75,000 + Hybrid working + Discretionary Bonus + Pension + 23 days holiday + Training
Location: Kingston upon Thames
Are you a Financial Planner seeking to join a stable, well-managed business with an established portfolio of over 100 clients? Are you interested in inheriting an £85 million portfolio?
Join an expanding organisation specialising in investment management, retirement planning, estate planning, tax mitigation, and lifelong cash flow management.
You will collaborate with managers to grow and develop your portfolio. This role is ideal for someone with a proven track record, capable of discussing, questioning, negotiating, and providing expert advice.
The Role:
* Provide financial advice across personal and corporate sectors
* Build and maintain strong client relationships
* Generate and manage business portfolios
* Develop relationships with HNW individuals
The Person:
* Level 6 qualified Financial Planner (Chartered), recognised by the FCA
* Prior experience in financial planning
If you're interested, please click 'Apply Now' to submit your CV.
Reference Number: BBBH
We are an equal opportunities employer and welcome applications from all suitable candidates. The advertised salary is a guideline; the actual remuneration will depend on your experience, qualifications, and skills.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent and temporary recruitment. By applying, you agree to our Terms & Conditions, Privacy Policy, and Disclaimers.
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