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Financial Planner

  • Salary: £50000 - £70000 per annum
  • Location: Leatherhead, Surrey
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Jun 2018
  • Job reference: 29973

Working with the company's HNW existing client portfolio, whilst also generating revenue through other networking and referrals.
You will deliver advice across the full spectrum of financial planning including life cover, income protection, retirement, investments and pension planning.

The company
My client is a small forward thinking, local, firm that is growing rapidly. This is an opportunity to join a growing and dynamic firm of Financial Advisers focused on doing the right thing with each client. They are an existing team of 2 Advisers and 7 support staff. They have over £100M AUM with over 100 clients and the clients are usually from a professional background. They have a strong business plan growth in place and are looking to expand.

To be successful you will need

  • A fully qualified level 4 Financial Advisor
  • The ability to accept responsibility for each performance statement and the capability of discussing market movements with the client
  • Great at building relationships with high-net-worth clients
  • Flexible and adaptable
  • Professional, organised and have a great ethic
  • Confident and resilient
  • Able to generate new leads and convert existing leads

If successful, you will benefit from

  • Being given an existing client bank to manage
  • Working in a close knit team, looking to grow
  • The support team - compliance, marketing and paraplanning is outsourced
  • As a Financial Planner you have an Assistant and a Client Service Executive

If you would like the opportunity to work in picturesque Leatherhead with a friendly and ethical financial services company, please send me your CV and I will be in touch with more information!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: