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Financial Planner

  • Salary: £50000 - £55000 per annum + Benefits and Bonus
  • Location: Epsom, Surrey
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    01 May 2018
  • Job reference: 30836

Client Overview - Financial Planner

My client is a leading chartered financial planning firm based in Surrey. They're a big advocate for developing their employees, tailoring roles to suit individual needs as well as offering you a progressive environment. They specialise in a variety of work from full holistic advice, to providing financial solutions to people relocating to other countries and also specialising in QROPS.

Position Overview - Financial Planner

The Financial Planner will provide investment advice to high net worth families, with an exceptional reputation within their field. Professionalism, efficiency and trust with the clients and colleagues is paramount. You will join a forward thinking and dedicated team, based from the Epsom office. This will be an ideal role for an experienced Paraplanner looking to make a move into financial advice, or a Financial Planner fairly new into their careers and eager to work with high net worth clients and provide advice in some very interesting and niche areas.

What's in it for the Financial Planner? You will be remunerated with a salary of up to £55,000 plus benefits, with the opportunity to earn 30% bonus.

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: