Financial Planner

Ernest Gordon Recruitment Limited

Posted a day ago, valid for 4 days

Kingston Upon Thames, Surrey KT2 7NH

Full Time

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Sonic Summary

A Financial Planner position is available in Kingston upon Thames with a salary range of £65,000 - £75,000 plus hybrid work options, a discretionary bonus, and pension benefits.
The role involves managing an established portfolio worth £85 million and working within an expanding organization focused on investment management and financial planning.
Candidates should have a Level 6 qualification as a Financial Planner recognized by the Financial Conduct Authority (FCA) and prior experience in providing financial advice.
The position requires strong client relationship skills and the ability to generate and maintain business portfolios.
This opportunity is ideal for individuals with a proven track record in financial planning and the ability to provide expert advice.

Financial Planner £65,000 - £75,000 + Hybrid + Discretionary Bonus + PensionKingston upon ThamesAre you a Financial Planner looking to join a company growing via acquisition?Would you like to inherit an £85m, established portfolio?On offer is the opportunity to join an expanding organisation that specialises in investment management, retirement planning, estate planning, tax mitigation, and lifelong cash flow management.You will collaborate with the managers to grow and develop your portfolio. This role is ideal for someone with a proven track record in their career or business, with the ability to discuss, question, negotiate, and provide expert advice.The Role offers:

Provide financial advice across personal and corporate sectors
Build and maintain strong client relationships
Generate and maintain business portfolios

The Person:

Level 6 qualified Financial Planner (Chartered), recognised by the Financial Conduct Authority (FCA)
Prior experience in financial advice

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.Reference Number: BBBH19348Keywords: Financial, Planning, Advise, Tax, Investment, Management, Retirement, Estate, Mitigation, Cash Flow, Kingston, London, New Malden, MertonWe are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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