Our client is a fast growing Chartered Financial Planning firm with offices across the South of England. As a result of continued growth, we are looking for a Chartered (or very close to) Financial Planner with leadership experience to join their Surrey team (London would also be considered although this is not the preference).
You will be managing up to 6 Advisors, with leadership making up around 25% of the role. You will be given clients to manage but be expected to build this further and will be highly rewarded for new business generated.
You will have at least 5 years Financial Planning experience and excellent technical knowledge in all areas including Investments, ISA's, Bonds, Pensions and Protection, with proven leadership experience.
This is a fantastic firm who will offer a pathway to Partnership and equity ownership for the right candidate.
On top of the basic salary, there is a very competitive bonus scheme based on revenue generated.