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Egham
Financial planner
Chartered Financial Planner

Chartered Financial Planner

enable Recruitment

Posted 10 hours ago, valid for 9 days

Egham, Surrey TW20 9SU

Full Time

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Sonic Summary

An award-winning independent financial advisory firm is seeking to expand its advice team.
The position requires a minimum of 10 years of financial advice experience, particularly in Retirement Planning, Investments, and Pensions.
Candidates must be Chartered and possess the ability to build positive client relationships.
The role offers a basic salary of up to £100,000, along with a bonus scheme and flexible working options.
Additional benefits include social opportunities, exam funding, and progression opportunities within the business.

We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!What you'll be doing:

Providing advice to a book of existing HNW/UHNW clients based across the area via phone call, online meetings and in person meetings
Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
Liaising with the Paraplanning & Administration teams to provide positive client outcomes
Adhering to FCA requirements and Compliance Policies

What you need to apply:

Chartered as a minimum
10 + Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
The ability to form positive relationships with clients

What's in it for you?

A basic salary of up to £100,000 dependent on experience and qualifications
Bonus scheme
Flexible working structure with working from home and flexitime offered
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous annual leave allowance

What next?Hit apply or contact Dan directly!daniel@enable-recruitment.co (Just .co!)

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