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Financial Planner

Location
Horsham, Sussex
Salary
£60,000 to £90,000
Job Type
Permanent
Posted
9 Sep 2022

Position: Financial Planner

Location: Sutton, South London

Minimum Requirements: Level 4 qualified, ideally Chartered; at least 5 years' experience as an IFA; live a commutable distance from Sutton, South London

Salary/package: £60-£90,000 salary, lucrative bonuses, 25 days' holiday, pension (8%, 5%), healthcare, DIS, study support plus many other benefits

YOUR NEW COMPANY

Our client is one of the UK's leading, fee based, Independent Financial Advisers. The firm provides a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.

THE ROLE

The Financial Planner's typical duties will include:

  • Providing appropriate financial planning advice to the firm and externally referred clients.
  • Be responsible for the delivery to help growth plans for the Sutton office
  • Continuous development of relationships with firms' staff and partners
  • Increase the level of the firm's client penetration
  • Maintain an up to date technical knowledge of personal tax and financial planning and related matters
  • Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
  • Involvement in business development
  • Increasing the profile of the firm's Private Client offering to the wider business and professional community

REQUIREMENTS

Applicants for the Financial Planner vacancy must have the following criteria:

  • Level 4 qualified, ideally Chartered
  • At least 5 years' experience as an IFA
  • Live a commutable distance from Sutton, South London

REMUNERATION / PACKAGE

  • A salary of between £60-£90,000
  • Lucrative bonuses
  • 25 days' annual leave
  • Pensions (8%, 5%)
  • Healthcare
  • DIS
  • Study support
  • Several other benefits

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.

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Details

  • Job Reference: 708007868-2
  • Date Posted: 9 September 2022
  • Recruiter: Vision-FS Recruitment
    Vision-FS Recruitment
  • Location: Horsham, Sussex
  • Salary: £60,000 to £90,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent