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Financial Planner

  • Salary: £45000 - £70000 per annum
  • Location: Leatherhead, Surrey
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    24 Nov 2017
  • Job reference: 29973


Fantastic opportunity for a Level 4 qualified Financial Advisor to join my clients growing team in Leatherhead. This is an employed role and will involve looking after the clients growing client base.

Requirements of this role include:

  • Working with the company's HNW existing client portfolio and introductions made by the related practice, 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

Responsibilities of this role include:

  • A fully qualified Level 4 Financial Advisor
    • A background in an IFA environment would be of interest
    • 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
    • Transferable client bank would be ideal
    • Flexible and adaptable
    • Professional, organised and have a great ethic
    • Confident and resilient

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.


If you are interested in finding out more about this opportunity please apply and I will contact you.

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: