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.