Jobs

    Financial Planner Leader - Surrey, United Kingdom - Premier Group Recruitment

    Premier Group Recruitment
    Premier Group Recruitment Surrey, United Kingdom

    1 week ago

    Default job background
    Description

    Job Description

    Financial Planner Pod Leader - Surrey, hybrid working

    A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth.

    Our client is looking for a Financial Planner Pod Leader to work on 75% on their own billings and 25% managing a team of 6 direct reports. This is a perfect opportunity for someone who has strong experience in the field with some management experience.

    The successful candidate will get an individual bonus for their own billings, a discretionary bonus for KPI focused targets hit, and even potentially a company discretionary bonus.

    This is a hybrid opportunity in their Surrey, with 60% working from home (or if you would like to come in more, you are more than welcome).

    What are they looking for?

    • Must be a chartered financial planner
    • Must have experience managing direct reports (ideally other Financial Planners)
    • Must have clear communication
    • Passionate about helping others

    What are they offering?

    • Up to £80,000
    • Bonuses
    • Generous holiday allowance
    • Private medical insurance
    • Pension
    • Income protection
    • Death in service and benefits platform

    If you are interested in this position, then apply and we can arrange a call



  • Premier Group Recruitment Surrey, United Kingdom

    Financial Planner Pod Leader - Surrey, hybrid working · A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. · Our client is looking for ...


  • Premier Group Recruitment Surrey, United Kingdom

    Financial Planner Pod Leader - Surrey, hybrid workingA great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financi ...


  • Nigel James Associates Ltd Surrey, United Kingdom

    Job Description · Role · Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created ro ...


  • Nigel James Associates Ltd Surrey, United Kingdom

    Role · Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on esta ...


  • Nigel James Associates Ltd Surrey, United Kingdom

    RoleNigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on establis ...

  • Bridge Recruitment UK Ltd

    Planner

    18 hours ago


    Bridge Recruitment UK Ltd Surrey, United Kingdom

    Planner · Location: Cheam · **Salary**: GBP23,352 per year · Hours: Monday - Friday, 8am - 5.30pm, 42.5 hours per week. · Job type: Permanent, full-time · Summary of the Planner: · As a Planner you will be responsible for the planning of our field-based engineers within your allo ...


  • Premier Group Recruitment Surrey, United Kingdom

    Financial Planner Pod Leader - Surrey, hybrid working · A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. · Our client is looking for a ...


  • Premier Group Recruitment Surrey, United Kingdom

    Job Description Financial Planner Pod Leader - Surrey, hybrid working · A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. · Our client i ...


  • Premier Group Recruitment Surrey, United Kingdom

    Financial Planner Pod Leader - Surrey, hybrid workingA great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financi ...