Job Description
* Financial Planner
* Boutique financial planning business
* Offices in Dorking (hybrid working)
* Manage existing clients and generate new business
* £60k - £70k basic salary plus bonuses
I am currently recruiting for a boutique wealth planning firm based in Dorking who I have placed staff into. My client provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts and some Protections to clients HNW retirees, families and City professionals across Surrey, Sussex, Hampshire and some based in London.
My client are seeking a Financial Planner/Adviser on an employed basis, but self-employed will be considered to work closely with established adviser to manage their current book of clients in the region and also an anticipated influx over the coming months. You will be conducting annual reviews, initial meetings with prospective clients and looking to build upon the influx of business that is coming into their so you must have your level 4 diploma and have been advising for 2+ years as a minimum. You ideally be looking to work towards your chartered status, but this is not essential. The Director will look to offer between £60k - £70k, possibly up to £75k for the right person with an attractive benefits package and bonus structure.
If this would be of interest or any other Adviser roles I am working on please do get in touch.