Job Description
Financial Planner vacancy
Boutique Chartered IFA firm
Servicing role, managing existing HNW clients from CEO
£600k - £8m per case
Manage 80 - 100 clients
£70k - £90k basic salary plus bonuses on new business written
My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 families with assets ranging from £600k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections etc. They have very longstanding relations stretching back 20 years.
The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation...