Home
Kingston Upon Thames
Financial planner
Financial Planner inherit £80m portfolio

Financial Planner inherit £80m portfolio

Ernest Gordon Recruitment Limited

Posted 9 hours ago, valid for a day

Kingston Upon Thames, Surrey KT2 7NH

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job is for a Financial Planner in Kingston upon Thames, offering a salary between £70,000 and £780,000 plus an £80m portfolio and bonuses.
Candidates should have a Level 6 qualification and prior experience in high-net-worth (HNW) financial advisory.
The role involves providing financial advice, building client relationships, and managing business portfolios.
This position is ideal for someone with a proven track record in their career or business and strong negotiation and advisory skills.
The company is expanding through acquisitions and welcomes applications from all suitable candidates.

Financial Planner (inherit £80m portfolio)£70,000 - £780000 + £80m portfolio + Bonus + HybridKingston 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 HNW financial advisory

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.Reference Number: BBBH19413Keywords: 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.

Apply now in a few quick clicks