Role
We are partnered with one of the UK's top wealth managers to source an experienced and senior Financial Planner to join their Surrey office.
Requirements
* You will be at least Level 4 qualified but ideally Chartered, if not working towards Chartered Status.
* You will be used to providing advice to a level of HNW clients (£750k/£1m plus) and experienced in dealing with complex needs/cases.
* Our client is seeking somebody that has strong business development acumen and has connections (with professional connections and others) which they could leverage to bring in new clients.
* If you had a particular niche advice area that you have worked/specialised in this would be advantageous.
* You will need to have exposure to tax efficient advice products/vehicles including providing advice on EIS's and VCT's.
Why join?
This is a brilliant opportunity to work for one of the leading employers in the industry. For the right person, our client would look to award an attractive £six figure basic plus company benefits. Bonuses are based on revenue and AUM and can be significant. There is plenty of scope on offer with this company moving into leadership/management if this is something of interest.
What next?
If you have the desired skillset and experience for the role and would like to apply please do send through a most recent copy of your CV. If you would like to find out more about the role please do get in touch.