Independent Financial Planner - All Leads Provided

We are recruiting for a highly regarded financial planning firm based in Surrey. They are well established and manage relationships with high net worth clients. They have an active client bank that they want someone to manage and require an experienced consultant to join the team.

They are looking to expand their successful financial advice team by hiring an additional consultant to deal with client enquiries. They focus on protecting the long term value of wealth so ideally require an experienced consultant who understands the full financial planning process. You must be Diploma qualified and ideally be on the way towards being chartered. You must also be experienced in offering regulated financial planning advice to individual clients.

This is a salaried role and all clients are in the local area so no extensive travel. Excellent bonus on offer in addition to the salary.