Chartered Financial Planner - Equity Potential

Posted on Jan 20, 2019 by Anonymous

Leatherhead, Surrey United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
Truly prestigious Surrey based IFA firm seek an Chartered Financial Planner as part of the firms succession plans

This role will offer the successful candidate:-

• A client bank established for 30 years and currently being serviced and developed by the Managing Director. Advice is Individual Private client biased with minimal involvement in Corporate Schemes
• Recurring income and FUM charged at 0.5%
• Full 1:1 Paraplanning and also PA/Admin support
• Opportunity, over time, to create your own shareholding within the business
• Full benefits package and bonus

This is a rarely available salaried role within a privately owned and directly authorised firm. They have built an enviable repuutation - clients are loyal, and cash and asset rich and truly value the relationship that they have with the business.

The successful candidate will be able to demonstrate:-

• Chartered Financial Planner status
• Experience of dealing with discerning HNW clients
• A track record of consistent business production
• The ability to maintain and grow a portfolio of business

For more information and an initial confidential conversation, please contact Nick Tagg on (phone number removed)

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

Reference: 615559617

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