Financial Advisor (Private Client)
Great opportunity to join a highly respected Financial Planning firm based within Surrey. With a strong team that has built up an excellent reputation, this business is now looking to continue their success and bring on board a new Financial Planner to help the with large client demand.
Your role as a Financial Planner will be to advise HNW private client across all financial planning needs, including Pensions, Investments, Tax Planning and Estate Planning. There will be an existing book of clients to manage along with a large number of incoming client referrals making this a strong opportunity to build a large book of clients that on average have in excess of 1m of investable assets.
The candidate will have experience of advising HNW clients and be a minimum of level 4 diploma in Financial Planning. A strong package is on offer for the right individual along with the opportunity to join an entrepreneurial and evolving business.