Financial Planner

Independent Financial Adviser Up to £75k basic salary plus bonuses Near Guildford/Godalming 2 - 3 years advising experience needed My client is a wealth planning practice based outside Guildford who have been operating for 30 years. I have met the Directors and been to their offices and placed 10 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire.

They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m to invest. The Managing Director is seeking to recruit a brand Independent Financial Adviser who is diploma qualified and has at least 2 - 3 years of advising experience with their Competent Adviser status signed off.

Following a recent acquisition (the business targets 1 acquisition per year) this role will be to manage a portion of the existing client bank and then there is an expectation that you will build upon this and generate new business at an steady pace with their existing network of sports clubs, business group, accountants and solicitors. You will be keen to attend breakfast meetings, conferences, seminars, sponsored networking events amongst others in order to generate new business opportunities.

The role will be office based but you will be actively encouraged to be out and about but gain mentorship from the Managing Director who is currently the highest billing adviser with the business. If you are sitting any exams towards Chartered status, then the Directors will support you with your studies. The MD is looking to offer up to £75k basic salary with an attractive bonus scheme and benefits package including Death in service, Private Medical and Life Insurance.

If this role sounds of interest or any other roles I am working on please get in touch.