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Financial Planner

  • Shortlist
Location Leatherhead , Surrey
Sector Financial Services
Salary £50,000 - £70,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 68606

The opportunity for a Financial Planner to join a firm of professional independent financial consultants based in their offices in Surrey. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience. 

Due to demand, our client is looking to take on a Financial Planner to work with the existing advisers who will be providing you with existing clients and leads. The firm is looking for the candidate to show an eagerness to progress and build up the existing client bank. As a reputable firm, this business prides itself on the high level of advice it offers. You will be given the opportunity to build a lasting career within a well-respected Financial Advising practice.

What’s needed for me to be considered?

  • To be considered for the fantastic role as a Financial Planner, candidates need to be Level 4 Diploma qualified in Financial Planning. 
  • Experience working within a similar role.
  • Demonstrate extensive advising knowledge.  

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms: Financial Advisor, IFA, Wealth Manager