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| Job Location | Surrey |
| Education | Not Mentioned |
| Salary | Competitive salary |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Financial Planner with an excellent Wealth Management company in Surrey, competitive basic salary and bonus with good benefits.The Role You will be working directly with existing clients and their families, supporting them to achieve their financial planning goals and giving expert advice on: * Investment and portfolio construction * Cashflow planning and modelling * Pension and retirement planning * Inheritance tax and estate planning * Capital protection * Life planning and goal setting You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, Areas of Responsibility * Developing close, long term relationships with existing clients. * Acquiring new financial advice business, using your own and the firms current strategies, meeting annual new business targets. * Conducting engaging professional client meetings, ensuring all client wishes are followed through in an appropriate and timely manner. * Working with the client servicing team to ensure all technical advice is expertly prepared in advance of client meetings, including recommendations and presentations. * Taking responsibility for compliance across all aspects of client records. Qualifications/Experience * Ideally a Chartered Financial Planner, minimum Level 4 qualified, a desire to continually learn and progress qualifications (support provided). * Maintained CPD records. * Current SPS certificate. Desirable * A working knowledge of the following would be helpful: IRESSs Adviser OfficeSearch 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.