• Location:

    Reigate, Surrey

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Graham Duvergier

  • Contact email:


  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Start date:

    01/07/2020 10:22:44

Are you a Financial Advisor based in Surrey looking for a fresh challenge in 2020? This role will enable you to become a key player in a collaborative and ambitious IFA practice based in near Reigate. Supporting the company director, you'll join an established team of Investment Managers and will be tasked with establishing an independant financial advice arm with access to our clients existing clients. This is a full-time role and comes with a generous salary per annum plus potential future equity in the business..

In this busy financial services role, you'll be developing and implementing financial plans to illustrate to clients where they are today, to plan where they want to go tomorrow, and to provide the financial tools and support to help them get there. It's a hugely collaborative role and one built on trust, respect and transparency.

Your clients will be provided or, if you have your clients, they can be transferred - . You may also have the opportunity to buy into the business or clients at some future point.

The Financial Advisor role comes with an excellent full-time salary of between £45k and £55k.

The skills required to succeed in this financial planning role include:
? Relevant skills and experience in financial services, including a good knowledge of the regulated advice process
? A track record of success in and IFA role with at least 3-5 years experience in this position
? Full CAS status qualified to a minimum of level 4

If this flexible working Financial Advisor full-time job in Southampton sounds like a good fit for you based on your skills, experience and ambitions, please apply below or reach out to Graham today for a confidential conversation on 07968 745443.

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.