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Permanent

Financial Planner (Chartered / High Net Worth)

Kingston Upon Thames
money-bag 65000.00-65000.00 Annual
2941920753
Posted 1 week ago

Financial Planner (Chartered / High Net Worth) 65,000 - 75,000 + Hybrid + Discretionary Bonus + Pension + 23 days holiday + trainingKingston upon ThamesAre you a Financial Planner looking to join a stable, well ran business with a ready made portfolio on over 100 clients?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:Provide financial advice across personal and corporate sectorsBuild and maintain strong client relationshipsGenerate and maintain business portfoliosDevelop strong relationships with HNW individualsThe Person:Level 6 qualified Financial Planner (Chartered), recognised by the Financial Conduct Authority (FCA)Prior experience in financial planningIf you''re interested in this role, click ''apply now'' to forward an up-to-date copy of your CV.Reference Number: BBBHWe 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 Go

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