Our client, a truly independent Financial Planners, specialises in the financial well-being of their clients. The team have over 20 years’ experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance 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.
The role is office based in Guildford.
Ideally you should be Chartered or happy working towards.
They specialise in pensions and family wealth planning. The mission is to give all client’s financial security. They achieve this by offering high levels of service and giving situationally based advice that’s entirely focused upon individual needs and requirements.
This is facilitated by their close links with all the major pension providers including Transact, Legal & General, Aegon, Standard Life, Aviva and Prudential - to name a few.
They offer employed opportunities salary up to circa £85k dependant on experience and if you have a client following which is not essential.
You should be a combination of a hunter and servicer.
Please apply on-line or contact Cameron James for full details