Financial Planner - Guildford - £70k-£80k

£70,000 - £80,000 yearly
  • Recruit UK
  • Guildford, UK
  • 05/09/2018
Full time Financial Planner

Job Description

An exciting opportunity has come up with one of our leading Financial Planning firms. If you are keen to discuss then submit your details and our senior consultant Tom will contact to discuss in further detail.

The company:

Award-winning fully integrated Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.

The opportunity:

Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients with combined AUM of circa £30million.

The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducer, and new business development.

The regional team:

A successful regional team in Guildford which manages £300million across 4 Financial Planners. Each adviser enjoys 1/1 admin and paraplanning support and dedicated support from an Investment Manager.

In September, they are relocating to a brand-new office. The team are in growth mode so will be hiring further Financial Planners into the team over the next year.

Their ideal Financial Planner:

  • Hardworking, self-motivated professional
  • Experience providing complex, holistic financial advice to HNW clients
  • Chartered through CII or working towards
  • Dynamic individual who can spot business opportunities

What’s on offer:

  • Salary between £70,000-£80,000
  • Discretionary bonus
  • Clear cut progression up to Director/Partner level
  • Full back office support (1 paraplanner + 1 admin per adviser)
  • Existing client portfolio (£30million +)
  • High level of referrals from established introducers, Investment Manager, and marketing team
  • Dedicated Investment Manager to deliver bespoke advice to clients

For more information on this role please contact or 01179 170 414