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Financial Planner (HomeBased)

Job LocationGuildford
EducationNot Mentioned
Salary£45,000 - £75,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Recruit UK are working on an excellent opportunity for a Financial Planner in Surrey to join one of the UK’s leading and rapidly growing Independent Financial Advice firms.Due to recent local acquisitions, coupled with a number of their advisers nearing retirement, they are looking to recruit a field-based adviser to inherit existing clients. You will be joining a team of 255 IFA’s with 400 dedicated support staff.As this is a field-based position, you will have the freedom and flexibility to manage your own workload and establish yourself with your respective region.They offer unparalleled back-office support to their advisers, who get assigned a pod of paraplanners, administrator, a dedicated pension transfer team on top of highly streamlined technology.What’s in it for you:

  • Existing clients + high level of qualified leads
  • Competitive salary up to £75,000 (dependent on qualifications/experience)
  • Car Allowance of £5,000 per annum
  • Defined bonus worked out through validation (no grey area with earnings)
  • Comprehensive benefits: Pension, Share options etc..
  • Laptop/Phone
  • Full back-office support (Dedicated Paraplanners/Admin/Pension Transfer Team)
  • Ring fence existing clients on joining
  • Option to go self-employed in the future
  • Skills and experience required:
  • Level 4 Diploma from CII or LIBF (Chartered desirable)
  • Strong track record providing complex advice to HNW clients
  • Ability to work independently
  • Commercially minded with the ability to maximize on opportunities
  • If you are looking for a company which gives you access to HNW clients, full support and a generous salary/earning potential, then get in contact to discuss this opportunity in further detail.

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