Financial Planner

TN United Kingdom; Greater London; On-site; GBP 60,000 - 80,000

Job description

A high performing Financial Planning organisation is looking to bolster their team in Surrey with an important Financial Advisor hire.

This particular opportunity is quite unique for the following reasons:

• You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients.
• You will work in collaboration with this adviser to facilitate a handover of their clients to you over an 18 month period.
• There is extremely high earning potential in this book of business but also a fantastic opportunity to develop new business from it and enhance your earnings further.

What we are looking for in an applicant:

• Experienced financial planner who can demonstrate year on year high performance and retention of clients and new business development.
• Technical product knowledge and experience of dealing with high net worth clients across the full product range including investments, pensions, tax, trusts, IHT.
• Someone happy to see clients in their homes/businesses and the office. This is not a desk-based advisor role!
• You must be willing to be patient whilst the transition from the current advisor to you takes place. The rewards are there if you are!
• The client experience is everything - you must be ethical, personable, knowledgeable and always focusing on the best client outcomes at all times.

This is genuinely a rare opportunity and one not to be missed. Alongside all of the above, you will also be working for an award-winning Financial Planning business with full paraplanning, admin and compliance support which leaves you to do what you do best.

If this role in Surrey interests you, please apply.