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Job Location | Fetcham |
Education | Not Mentioned |
Salary | 85,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Financial Planner, comprehensive Financial Planning, servicing an existing portfolio of clients (this is not a sales role),Salary: up to £85,000 basic salary (dependant on experience) + benefits including support with continued professionaldevelopment + 25 days holiday (increasing with service) + bank holidays + generous employers pension contribution + company away days etc.The Role: I am recruiting a Financial Planner (Financial Adviser) on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Adviser or a highly competent Paraplanner, ready for the next step in your career. You will be a warm relationship builder who is service orientated (this is not a sales role) and who is used to deliveringa personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.Home Working and Flexibility: We are happy to facilitate hybrid working and are also happy to consider flexible or part-time working arrangements if required (shorter working days, 4-day week etc.)The Company: Citywide Financial Partners have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence. They provide a lifestyle and goals based financial planning servicefor over 185 families, translating frequently complex financial planning cases into workable solutions, and have over £200 million of assets under management.The successful Financial Planner (Financial Adviser) will therefore enjoy strong client relationships, working on interesting, frequently complex financial planning cases. You will benefit from the support of both a Client Service Executive and Client ServiceAssistant, working in a collaborative and supportive team environment for a progressive company who invest in, value and reward their staff.Financial Planner (Financial Adviser), Responsibilities:
Keyskills :
Financial AdvisoryHolistic Financial PlanningParaplanningPFSIndependent Financial Advice