Chartered Financial Planner - Leatherhead
1 month ago
Benefits: Death in Service Critical Illness Cover Income Protection
My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff with.
They offer whole of market financial advice to HNW retirees accumulators local families and SME owners based across Sussex Kent and London In their current setup they manage the affairs of 250 families They give advice on pensions investments tax planning cashflow modelling retirement planning and protections They have very longstanding relations stretching back 20 years An average client for them has £1m of invested assets with their top client having multiple millions invested The business has built an outstanding reputation and is very engaged in the local community They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention The support team comprises an experienced team of Administrators Paraplanners who are actively encouraged to progress develop as both professionals individuals via ongoing CPD industry exams The business also has dedicated Operation Manager Practice Manager ensuring a smooth functioning business too<+You will have minimum 5+ years experience working within private client wealth management industry working high net worth private clients You will be allocated book clients to manage with £500k - £1m invested average but many considerably more top household holding £8m invested assets)
You will be working closely admin paraplanning operations teams seeking find new ways helping business achieve growth plans If this role sounds interest any other roles get touch-
Job description
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