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Our client, a truly independent Financial Planners, with their Head Office based in Surrey with 20 locations across Europe, specialises in the financial well-being of their clients. The team have over 50 years' experience in the Financial Planning industry. Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Financial Planner to join the successful team.
Ideally you should be UK Level 4 Qualified (Min)
Seeking an Employed IFA role.Must have strong International Experience (EU) knowledge or experience.
Circa £45-50K (this may be negotiable dependent on experience) PA Basic salary with commissions to be discussed. (OTE £100k +)
Leads given
Must be self-starter and self-reliant.
Given the opportunity previous experience as paraplanner would also help.
Independent Financial Adviser
Advising on all aspects of financial planning including Protection, Pensions, Investments, Mortgages, and Inheritance Tax Planning who also has experience of advising within the later life arena for clients over the age of 55, providing advice on Pension Drawdown and Pension Annuities, Long Term Care Funding, and Equity Release using Lifetime Mortgages. Ideally looking for an employed role near Sussex or Surrey and surrounding areas, Hybrid or working from home.
