Senior Independent Financial Adviser

Chartered Financial Planner - Weybridge, South East England

Ref: 811Monday 18 July 2022

I am working with a leading, national Financial Planning firm, looking to add to their Advisory set-up in the London/Surrey region. They have a strong reputation due to their high quality and personal approach to financial advice.

The firm in question are looking to add a Senior Financial Planner to the team, to take on existing clients and ensure they are serviced with the utmost attention. There is a client bank to be handed over and leads provided, so with a generous basic salary and strong bonus structure, this really is an exciting opportunity. 

Main duties;

  • Conduct meetings with existing and new clients, either office-based or in the clients' home/business.
  • Ensure you help clients understand their options, in order to help them achieve their financial goals
  • Analyse all information and prepare a plan that is designed to individual clients'

To be considered for this role, ideally you will hold:

  • A strong track record of providing financial advice
  • Competent Adviser Status
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals

If this sounds like the right role for you, please apply and we will be in touch to discuss in further detail!

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