Job Description
Financial Planner – Taking over from a retiring Partner
Location: Surrey
Salary: £85,000 - £95,000, Equity, Benefits
About the Firm ✅
Chartered Financial Planning firm with a forward-thinking approach.
Modern technology streamlined processes with a 2 week turn around for reports.
An entrepreneurial spirit, this firm is dedicated to creating a high-performing yet dynamic environment that encourages growth and leadership.
What’s on offer ✅
💷 £85,000 - £95,000, 33% bonus, Equity, Benefits
💼 Manage a client base of £50m of FUM across Surrey
📈 Work with a dedicated marketing team who will provide qualified leads for HNW clients
📅 Flexible working environment – Home or Office-based
🔧 Modern tech with unrivalled support and 2 week turn around for reports.
Qualifications ✅
• Ideally Chartered, or working towards.