Chartered Financial Planner - £65k-£70k + bonus - Surrey

£65,000 - £70,000 yearly
  • Recruit UK
  • Surrey, UK
  • 10/03/2020
Full time Financial Planner

Job Description

Job Title: Chartered Financial Planner (Home-based)

Industry: Financial Advice

Location: Surrey

Salary: £65,000-£70,000 + bonus

Reference Number: 14370

Job Description:

Does your current company have a tangible lead source to help you bring on new clients?

Do you enjoy the freedom and flexibility of working from home?

If you’d like to answer yes to the above, then we might have the perfect role for you!

Recruit UK are working on an exciting opportunity for a Chartered Financial Planner in Cambridge to join one of the UK’s top IFA firms to work as a field-based adviser.

Due to a unique introducer relationship, they have access to a high level of professional earning £150,000 + and are therefore looking to hire an additional FP to join their team.

This is an excellent opportunity to align yourself to a professional firm that prides itself on the high standard of advice they offer their clients. They have been recognized as one of the top 100 IFA’s in the UK.

This would give you the opportunity to develop a large client portfolio, leveraging off excellent business support and a solid lead source, whilst enjoying the freedom and flexibility of home working.


What’s in it for you:

  • Salary £65,000-£70,000
  • Bonus based on salary validation (no grey area with earnings)
  • Pension, Private Medical, Group Life
  • All leads provided through existing introducer relationships
  • Full paraplanning and admin support


Skills and experience required:

  • Chartered Financial Planner through the CII (AF3, AF7 or G60 essential)
  • Strong technical pension knowledge (public pension desirable)
  • Ability to work independently and proactively
  • Proven track record of production
  • Experience providing independent advice (desirable)

If you are considering a change and would like to discuss the above role in further detail, then give me a call for an initial confidential discussion.


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an IFA firm based in Cambridge on a Chartered Financial Planner role.


Our commitment to you

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.