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Financial Planner - Private Clients

  • Location:

    Surrey

  • Sector:

    Sales

  • Job type:

    Permanent

  • Salary:

    Extensive Benefits and Bonus

  • Contact:

    Nick Tagg

  • Contact email:

    nick.tagg@search.co.uk

  • Job ref:

    Req/566521

  • Published:

    8 months ago

  • Expiry date:

    2020-12-17

  • Start date:

    ASAP

  • Consultant:

    Nick Tagg

Financial Planner
Surrey
Salary of up to £70K + bonus + benefits

A high-profile practice of Independent Financial Advisers with a substantial client offering are seeking to appoint an ambitious and established advisor to take on a key role in further developing their growth in the region. The client has an outstanding reputation, and a substantial and robust business model which has been key to their success, and first-class support mechanisms in place with quality paraplanning and sales support to allow Advisers to spend time in courtship and servicing of clients.

The successful candidate will benefit from inheriting a portfolio of clients, and business introduced via internal and external affinity partnerships, but it is expected that you will actively be involved with networking and traditional and contemporary methods of quality client engagement, to develop your income stream, and potentially be able to work with former clients after any period of restrictive covenant.

Absolutely It is expected that you will be qualified to at least Diploma level, and willingness to achieve Chartered Status will be fully supported.

This is a prestigious and quality led opportunity, with a firm who have sustainable and profitable growth at the heart of their future plans, all based around the highest quality of advice and service.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Nick Tagg at Search Financial Services on 07757 301880 or send your details to nick.tagg@search.co.uk. All enquiries and correspondence will be treated in the strictest confidence.



Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.