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Job Location | Fetcham |
Education | Not Mentioned |
Salary | £85,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We are looking for a warm relationship builder who is service orientated and whois used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do. The successful candidate will be responsible for servicing an existing portfolio of clients, this isprimarily not a business development role.Salary and benefits: up to £85,000 basic salary (dependant on experience) + benefits including support with continued professional development + 25 days’ holiday (increasing with service) + bank holidays + generous employers pension contribution+ company away days etc.Home Working and Flexibility: The Financial Planner role is based in the Leatherhead office, but we are happy to facilitate a degree of home working and are also happy to consider flexible or part-time working arrangements if required (shorterworking days, 4-day week etc.)The Company: Citywide Financial Partners have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence. They provide holistic life goals based financial planning forover 230 families, frequently translating complex financial planning cases into workable solutions, and have over £250 million of assets under management.The successful Financial Planner (Financial Adviser, Financial Advisor, Paraplanner) will therefore enjoy strong client relationships, working on interesting, complex financial planning cases. You will benefit from the support of both a Client Service Executiveand Client Service Assistant, working in a collaborative and supportive team environment for a progressive company who invest in, value and reward their staff.Financial Planner (Financial Adviser, Financial Advisor, Paraplanner), Responsibilities: