Chartered Financial Adviser

Job Opportunity: Financial Planner

Are you an ambitious and high-calibre Financial Planner ready to elevate your career? Join a dynamic and growing Financial Planning team in the Surrey area where you will be taking over an existing client bank.

What We're Looking For:

• Ideally Chartered Financial Planner with a minimum of 5 years' experience.
• Proven track record in providing high-quality, goal-based financial planning.
• Strong ability to build and maintain client relationships through referrals and professional connections.
• Exceptional communication skills and leadership experience in the financial services industry.

The Opportunity:

• Work in a supportive and forward-thinking environment using cutting-edge technology.
• Opportunity to manage and grow your own client book.
• Be part of an award-winning team recognized for excellence in the financial industry.
• Competitive salary with an uncapped bonus structure based on revenue generated.
• Comprehensive benefits package, including private medical, pension, income protection, and more.
• Industry-leading sales program and exam support for further qualifications.
• Potential pathway to partnership and equity ownership.

Responsibilities:

• Provide top-tier advice on financial planning, retirement, legacy planning, and protection.
• Develop and nurture relationships with clients, families, business owners, and trusts.
• Maintain a client-centric approach and adhere to industry regulations.
• Engage in continuous professional development and stay updated on financial markets and products.
• Lead and mentor a small group of advisers, ensuring high standards and team cohesion.

About You:

• Currently working as a Financial Planner, ideally Chartered or close to achieving it.
• In-depth knowledge of investments, ISAs, bonds, pensions, and protection.
• Strong leadership and mentoring skills.
• Excellent time management and decision-making abilities.

If you’re ready to join a growing business that values excellence and innovation in financial planning, we’d love to hear from you! Apply today to take your career to the next level.