Company

Financial DivisionsSee more

addressAddressHorsham, West Sussex
type Form of workFull Time
salary Salary£70,000 - £100,000 per year
CategoryBanking

Job description

Senior Financial Planner - Sussex based Manage a retiring advisers' client bank month hand over period with clients £70k - £100k basic salary bonuses My client are an Independent Financial Advice firm with a presence across both East and West Sussex. I have placed a number of advisers into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also cover Wills and Trusts as well as Powers of Attorney. They have been operating for over 25 years and build an outstanding reputation with clients providing holistic financial planning and advice.One of the longest standing Advisers has had a long illustrious career in financial planning and is looking to retire over the next months. He has a client bank spread across the Sussex area which he wants to give to a new adviser. The clients are a mix of working professionals, wealth accumulators, business executives, retirees and families with between £100k - £1m to invest.The offices and clients are spread across Sussex, so you realistically need to be based in this area and come to the office perhaps 2 days a week. You will benefit from full administrative and paraplanning support.If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Refer code: 2778817. Financial Divisions - The previous day - 2024-02-13 15:46

Financial Divisions

Horsham, West Sussex
Popular Senior Financial Planner jobs in top cities
Jobs feed

Junior Engineer - PCB Design and Validation

Recruitment Solutions Workforce Ltd

Newbridge, City of Edinburgh

£28,900/annum

Senior Electrical Design Engineer

Omega Resource Group

Kintore, Aberdeenshire

Senior Design Engineer

On Target Recruitment Ltd

Glasgow, Scotland

£38,000 - £42,000/annum Benefits

Principal Process Engineer

Cen Resources

Glasgow, Glasgow City

Design Engineer

Morrison Energy Services

Stevenage, Hertfordshire

£55,000/annum

Manufacturing Engineer

Jam Recruitment Ltd

Belfast, County Antrim

Design Engineer

Get Carter Recruitment

Carrickmore, County Tyrone

Electrical Design Engineer

Automation Experts Ltd

Wolverhampton, West Midlands

£40,000 - £55,000/annum Paid OT + Pension

Mechanical Design Engineer

Enterprise Recruitment Ltd

Leominster, Herefordshire

£30,000 - £40,000/annum Excellent Bens

Electronics Design Engineer

Matchtech

Alton, Hampshire

Share jobs with friends

Related jobs

Senior Financial Planner - Sussex Based - Manage Retiring Advisers' Clients - £70K - £100K

Senior Financial Planner - Sussex based - Manage retiring advisers' clients - £70k - £100k

Financial Divisions

£70,000 - £100,000 per annum, negotiable, inc benefits

West Sussex, England

4 months ago - seen