Financial Planner (Chartered / High Net Worth)£65,000 - £75,000 + Hybrid + Discretionary Bonus + Pension + 23 days holiday + trainingKingston upon ThamesAre you a Financial Planner looking to join a stable, well ran business with a ready made portfolio on over 100 clients?Would you like to inherit an £85m, established portfolio?On offer is the opportunity to join an expanding organisation that specialises in investment management, retirement planning, estate planning, tax mitigation, and lifelong cash flow management.You will collaborate with the managers to grow and develop your portfolio. This role is ideal for someone with a proven track record in their career or business, with the ability to discuss, question, negotiate, and provide expert advice.The Role:
* Provide financial advice across personal and corporate sectors
* Build and maintain strong client relationships
* Generate and maintain business portfolios
* Develop strong relationships with HNW individuals
The Person:
* Level 6 qualified Financial Planner (Chartered), recognised by the Financial Conduct Authority (FCA)
* Prior experience in financial planning
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.Reference Number: BBBHKeywords: Financial, Chartered, IFA, Level 6, Planning, Advise, Tax, Investment, Management, R...