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Permanent

Financial Planner (inherit £80m portfolio)

Kingston Upon Thames
money-bag 70000.00-70000.00 Annual
2939977727
Posted 2 days ago

Financial Planner (inherit 80m portfolio) 70,000 - (phone number removed) + 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 sectorsBuild and maintain strong client relationshipsGenerate and maintain business portfoliosThe Person:Level 6 qualified Financial Planner (Chartered), recognised by the Financial Conduct Authority (FCA)Prior experience in HNW financial advisoryIf you''re interested in this role, click ''apply now'' to forward an up-to-date copy of your CV.Reference Number: BBBH19413We 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 busine

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